QIM

Quest Investment Management Portfolio holdings

AUM $910M
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.93M
3
+$3.82M
4
DEO icon
Diageo
DEO
+$1.41M
5
PM icon
Philip Morris
PM
+$784K

Top Sells

1
+$16.9M
2
+$11.5M
3
+$3.9M
4
AMZN icon
Amazon
AMZN
+$3.58M
5
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$3.42M

Sector Composition

1 Technology 18.79%
2 Healthcare 12.92%
3 Consumer Discretionary 10.88%
4 Consumer Staples 10.32%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.46M 0.82%
81,143
-11,283
52
$9.34M 0.81%
151,178
-21,603
53
$9.26M 0.8%
464,280
-179,720
54
$9.23M 0.8%
187,090
-29,600
55
$9.22M 0.8%
112,018
-11,323
56
$9.22M 0.8%
68,618
-19,792
57
$9.16M 0.79%
49,780
-3,008
58
$9.14M 0.79%
197,911
-34,383
59
$9.12M 0.79%
107,890
-22,488
60
$9.11M 0.79%
144,019
-3,746
61
$9.05M 0.78%
121,647
-24,858
62
$9.04M 0.78%
256,993
-24,372
63
$8.97M 0.78%
33,318
-7,402
64
$8.95M 0.77%
92,274
-3,896
65
$8.95M 0.77%
80,370
-20,660
66
$8.94M 0.77%
280,574
-56,414
67
$8.91M 0.77%
7,667
-1,831
68
$8.88M 0.77%
132,889
-20,474
69
$8.8M 0.76%
153,428
-24,447
70
$8.8M 0.76%
157,823
-33,587
71
$8.79M 0.76%
54,430
-18,710
72
$8.78M 0.76%
116,610
-12,795
73
$8.67M 0.75%
109,979
-33,400
74
$8.56M 0.74%
94,386
-34,139
75
$8.5M 0.73%
39,191
-14,575
1 2
3
4 5