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
$1.07B
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.78M
3
+$7.01M
4
LNKD
LinkedIn Corporation
LNKD
+$3.81M
5
AMZN icon
Amazon
AMZN
+$3.57M

Top Sells

1
+$9.25M
2
+$9.11M
3
+$8.98M
4
PM icon
Philip Morris
PM
+$8.94M
5
MDT icon
Medtronic
MDT
+$8.8M

Sector Composition

1 Technology 18.4%
2 Healthcare 13.34%
3 Consumer Discretionary 11.66%
4 Industrials 10.62%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.9M 0.84%
71,749
+3,131
52
$8.7M 0.82%
86,445
-41,125
53
$8.61M 0.81%
269,455
+12,462
54
$8.61M 0.81%
108,831
-3,187
55
$8.59M 0.81%
203,278
+5,367
56
$8.59M 0.81%
+147,411
57
$8.57M 0.8%
118,014
-3,633
58
$8.53M 0.8%
105,582
-4,397
59
$8.46M 0.79%
135,082
+2,193
60
$8.4M 0.79%
7,047
-620
61
$8.38M 0.79%
202,140
62
$8.28M 0.78%
72,751
-8,392
63
$8.21M 0.77%
100,160
-16,450
64
$8.13M 0.76%
116,434
+8,544
65
$8.1M 0.76%
45,857
-8,573
66
$8.04M 0.75%
26,295
+25,450
67
$8.01M 0.75%
66,649
-13,721
68
$7.89M 0.74%
31,232
-2,086
69
$7.73M 0.73%
137,428
-20,395
70
$7.63M 0.72%
49,423
-8,613
71
$7.57M 0.71%
37,860
-1,331
72
$7.28M 0.68%
73,446
-5,604
73
$7.21M 0.68%
95,921
-4,616
74
$7.2M 0.68%
79,932
-14,454
75
$7.19M 0.67%
105,940
-77
1 2
3
4 5