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
$736M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.6M
3
+$8.65M
4
APH icon
Amphenol
APH
+$5.83M
5
UNP icon
Union Pacific
UNP
+$3.17M

Top Sells

1
+$13.6M
2
+$12.1M
3
+$11.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$11.7M
5
HCA icon
HCA Healthcare
HCA
+$7.35M

Sector Composition

1 Healthcare 20.15%
2 Technology 17.73%
3 Consumer Discretionary 11.64%
4 Communication Services 8.51%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.93M 0.81%
89,009
-5,739
52
$5.92M 0.8%
132,065
-11,817
53
$5.86M 0.8%
72,043
-4,721
54
$5.83M 0.79%
+446,536
55
$5.81M 0.79%
26,319
-3,205
56
$5.74M 0.78%
39,665
-4,555
57
$5.72M 0.78%
58,780
-6,641
58
$5.25M 0.71%
135,015
+71,717
59
$4.54M 0.62%
269,714
-107,743
60
$4.5M 0.61%
45,627
-8,895
61
$4.47M 0.61%
66,195
-4,865
62
$4.09M 0.56%
199,755
63
$3.89M 0.53%
47,700
+17,665
64
$3.65M 0.5%
38,847
-37,552
65
$2.72M 0.37%
132,900
66
$2.22M 0.3%
16,893
67
$2.01M 0.27%
29,210
68
$1.91M 0.26%
25,994
+924
69
$1.81M 0.25%
+7,915
70
$1.57M 0.21%
60,586
+6,690
71
$1.53M 0.21%
10,258
-83
72
$1.48M 0.2%
18,539
+7,044
73
$1.41M 0.19%
28,057
+736
74
$1.09M 0.15%
12,390
+6,820
75
$1.07M 0.15%
+12,210
1 2
3
4 5