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
$713M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.81M
3
+$7.35M
4
LNKD
LinkedIn Corporation
LNKD
+$6.6M
5
TWX
Time Warner Inc
TWX
+$6.54M

Top Sells

1
+$11.2M
2
+$10.2M
3
+$6.35M
4
QCOM icon
Qualcomm
QCOM
+$6.26M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$6.07M

Sector Composition

1 Healthcare 20.03%
2 Technology 15.41%
3 Consumer Discretionary 11.53%
4 Communication Services 11.33%
5 Consumer Staples 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.34M 0.89%
101,246
+7,023
52
$6.28M 0.88%
76,399
-58,724
53
$6.1M 0.86%
29,524
+3,142
54
$6.09M 0.85%
+76,764
55
$6.02M 0.84%
143,882
-2,476
56
$6.01M 0.84%
94,748
+7,482
57
$5.99M 0.84%
63,490
+3,506
58
$5.97M 0.84%
86,713
+12,799
59
$5.9M 0.83%
65,421
-2,231
60
$5.88M 0.82%
377,457
+13,162
61
$5.79M 0.81%
44,220
+4,935
62
$5.71M 0.8%
+41,012
63
$5.67M 0.8%
101,307
+27,919
64
$4.65M 0.65%
54,522
+7,895
65
$4.6M 0.64%
71,060
+11,520
66
$4.31M 0.6%
199,755
67
$2.87M 0.4%
132,900
68
$2.44M 0.34%
63,298
+32,163
69
$2.34M 0.33%
16,893
-78
70
$2.31M 0.32%
30,035
+805
71
$1.81M 0.25%
25,070
+5,035
72
$1.73M 0.24%
29,210
73
$1.53M 0.21%
13,382
74
$1.33M 0.19%
53,896
+5,561
75
$1.29M 0.18%
27,321
+691
1 2
3
4 5