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
$710M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.16M
3
+$6.01M
4
MMM icon
3M
MMM
+$5.75M
5
PG icon
Procter & Gamble
PG
+$5.67M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$6.16M
4
CERN
Cerner Corp
CERN
+$5.87M
5
M icon
Macy's
M
+$5.56M

Sector Composition

1 Technology 17.65%
2 Healthcare 16.64%
3 Consumer Discretionary 10.86%
4 Communication Services 9.92%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.12M 0.86%
184,822
+33,362
52
$6.11M 0.86%
93,068
+21,815
53
$6.09M 0.86%
202,632
+21,418
54
$6.08M 0.86%
77,711
+72,411
55
$6.07M 0.85%
186,451
+38,556
56
$6.04M 0.85%
43,523
+9,426
57
$6.04M 0.85%
66,139
-614
58
$6.02M 0.85%
146,358
-17,564
59
$5.9M 0.83%
406,960
-2,128
60
$5.76M 0.81%
94,223
-151
61
$5.75M 0.81%
+44,563
62
$5.71M 0.8%
87,266
+3,610
63
$5.7M 0.8%
27,591
+5,101
64
$5.7M 0.8%
66,434
-4,209
65
$5.65M 0.79%
+73,914
66
$5.61M 0.79%
48,358
-2,316
67
$5.6M 0.79%
59,984
-361
68
$5.45M 0.77%
39,285
+6,380
69
$5.12M 0.72%
73,388
+9,296
70
$4.97M 0.7%
46,627
+2,613
71
$4.87M 0.69%
59,540
-11,345
72
$4.53M 0.64%
199,755
73
$3.14M 0.44%
132,900
74
$2.64M 0.37%
16,971
-27
75
$2.44M 0.34%
29,230
-2,585
1 2
3
4 5