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
$1.02B
AUM Growth
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.85M
3
+$7.38M
4
BFH icon
Bread Financial
BFH
+$7.33M
5
EMN icon
Eastman Chemical
EMN
+$7.19M

Top Sells

1
+$16.7M
2
+$10.1M
3
+$8.21M
4
SPG icon
Simon Property Group
SPG
+$7.85M
5
GE icon
GE Aerospace
GE
+$7.18M

Sector Composition

1 Technology 15.65%
2 Healthcare 14.06%
3 Consumer Discretionary 13.63%
4 Industrials 10.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.05M 0.79%
25,530
-765
52
$7.98M 0.78%
42,834
-3,023
53
$7.95M 0.78%
67,404
+755
54
$7.9M 0.78%
297,152
+1,780
55
$7.86M 0.77%
110,324
-7,690
56
$7.85M 0.77%
+662,300
57
$7.81M 0.77%
114,494
-26,090
58
$7.63M 0.75%
102,792
-82,704
59
$7.52M 0.74%
63,760
-85,495
60
$7.5M 0.74%
36,525
-1,335
61
$7.49M 0.74%
78,912
-1,020
62
$7.48M 0.73%
59,932
-12,819
63
$7.47M 0.73%
83,180
-28,955
64
$7.38M 0.73%
+109,740
65
$7.38M 0.73%
100,470
+6,640
66
$7.36M 0.72%
194,001
-9,277
67
$7.36M 0.72%
92,862
-47,050
68
$7.33M 0.72%
+32,678
69
$7.31M 0.72%
70,496
-2,950
70
$7.23M 0.71%
274,556
-111,750
71
$7.2M 0.71%
82,827
-27,750
72
$7.19M 0.71%
+82,290
73
$7.1M 0.7%
76,100
+52,970
74
$7.07M 0.69%
174,321
-111,085
75
$7.04M 0.69%
27,907
-3,325
1 2
3
4 5