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
$677M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$13.1M
3
+$13M
4
EMN icon
Eastman Chemical
EMN
+$12.6M
5
APTV icon
Aptiv
APTV
+$10.3M

Top Sells

1
+$16.7M
2
+$15.4M
3
+$14.2M
4
CRM icon
Salesforce
CRM
+$13.8M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$13.5M

Sector Composition

1 Technology 15.88%
2 Industrials 12.86%
3 Consumer Discretionary 10.81%
4 Financials 10.42%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.41%
43,603
+5,633
52
$2.73M 0.4%
+27,707
53
$2.73M 0.4%
47,520
-46,965
54
$2.69M 0.4%
20,021
-93,029
55
$2.67M 0.39%
137,040
56
$2.65M 0.39%
12,479
-14,356
57
$2.62M 0.39%
6,957
-25,445
58
$2.58M 0.38%
23,995
-26,978
59
$2.48M 0.37%
+18,286
60
$2.42M 0.36%
+63,242
61
$2.4M 0.35%
72,900
62
$2.35M 0.35%
+32,236
63
$2.34M 0.35%
58,393
-64,883
64
$2.14M 0.32%
36,203
-1,445
65
$2.1M 0.31%
11,989
-88,141
66
$2.08M 0.31%
70,090
-138,010
67
$2.03M 0.3%
19,855
-134,558
68
$1.94M 0.29%
80,322
-538,194
69
$1.93M 0.29%
14,400
-124,698
70
$1.54M 0.23%
+14,268
71
$1.53M 0.23%
10,460
72
$1.53M 0.23%
+6,680
73
$1.52M 0.23%
14,430
-10,407
74
$1.51M 0.22%
26,415
+3,180
75
$1.36M 0.2%
9,227
-655
1 2
3
4 5