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
$735M
AUM Growth
+$8.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.45M
3
+$5.89M
4
ANSS
Ansys
ANSS
+$5.61M
5
XRAY icon
Dentsply Sirona
XRAY
+$5.47M

Top Sells

1
+$14.1M
2
+$6.21M
3
+$3.45M
4
UNH icon
UnitedHealth
UNH
+$2.96M
5
BA icon
Boeing
BA
+$2.93M

Sector Composition

1 Healthcare 18.77%
2 Technology 16.51%
3 Consumer Staples 9.99%
4 Consumer Discretionary 9.22%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.03M 0.82%
38,567
+2,378
52
$5.83M 0.79%
31,223
-13,270
53
$5.61M 0.76%
+61,791
54
$5.59M 0.76%
63,471
-1,989
55
$5.56M 0.76%
122,588
+3,745
56
$5.54M 0.75%
386,216
-33,204
57
$5.47M 0.75%
+88,246
58
$5.45M 0.74%
76,459
-7,981
59
$5.36M 0.73%
67,296
-5,533
60
$5.36M 0.73%
51,838
-12,644
61
$5.36M 0.73%
52,685
-925
62
$5.31M 0.72%
72,590
-3,658
63
$5.3M 0.72%
+92,571
64
$5.1M 0.69%
199,755
65
$4.14M 0.56%
48,725
-1,730
66
$3.23M 0.44%
132,900
67
$2.59M 0.35%
20,950
+16,915
68
$2.52M 0.34%
+123,366
69
$2.45M 0.33%
16,893
70
$2.14M 0.29%
25,465
-1,754
71
$1.9M 0.26%
34,643
+5,632
72
$1.56M 0.21%
28,020
+6,930
73
$1.51M 0.21%
10,016
-95
74
$1.34M 0.18%
41,166
75
$1.3M 0.18%
14,667
-4,247
1 2
3
4 5