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
$952M
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$10.5M
3
+$8.33M
4
ANSS
Ansys
ANSS
+$7.89M
5
TSCO icon
Tractor Supply
TSCO
+$7.49M

Top Sells

1
+$12M
2
+$8.36M
3
+$8.28M
4
MCD icon
McDonald's
MCD
+$8.28M
5
BA icon
Boeing
BA
+$8.12M

Sector Composition

1 Technology 18.22%
2 Healthcare 14.6%
3 Consumer Discretionary 12.36%
4 Communication Services 9.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.21M 0.86%
109,777
+16,915
52
$7.92M 0.83%
96,041
+12,861
53
$7.89M 0.83%
+104,265
54
$7.85M 0.82%
628,728
+49,832
55
$7.78M 0.82%
39,248
+6,570
56
$7.71M 0.81%
73,529
+3,033
57
$7.59M 0.8%
37,895
+1,370
58
$7.55M 0.79%
82,326
-18,495
59
$7.5M 0.79%
253,340
-43,812
60
$7.49M 0.79%
+608,750
61
$7.45M 0.78%
85,063
+6,151
62
$7.43M 0.78%
31,384
+3,477
63
$7.4M 0.78%
100,119
-351
64
$7.38M 0.77%
91,175
+8,885
65
$7.36M 0.77%
+273,860
66
$7.33M 0.77%
117,886
-18,172
67
$7.32M 0.77%
548,900
-113,400
68
$7.3M 0.77%
97,019
-17,864
69
$7.29M 0.77%
104,349
-24,500
70
$7.28M 0.76%
66,954
-76,972
71
$7.23M 0.76%
64,267
+4,335
72
$7.21M 0.76%
210,328
-20,752
73
$7.21M 0.76%
96,463
-6,329
74
$7.17M 0.75%
+123,270
75
$7.16M 0.75%
103,975
-6,349
1 2
3
4 5