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
$653M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.52M
3
+$9M
4
TJX icon
TJX Companies
TJX
+$8.87M
5
NFLX icon
Netflix
NFLX
+$5.93M

Top Sells

1
+$13.1M
2
+$9.62M
3
+$4.48M
4
MA icon
Mastercard
MA
+$3.44M
5
EL icon
Estee Lauder
EL
+$3.07M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 13.54%
3 Industrials 12.56%
4 Healthcare 10.19%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.47%
137,040
52
$2.92M 0.45%
77,846
-2,124
53
$2.9M 0.44%
66,846
+796
54
$2.7M 0.41%
46,690
-830
55
$2.69M 0.41%
29,470
-28,879
56
$2.64M 0.4%
19,246
-775
57
$2.58M 0.39%
25,645
+1,650
58
$2.51M 0.38%
40,333
-3,270
59
$2.5M 0.38%
28,316
+609
60
$2.41M 0.37%
6,999
+42
61
$2.35M 0.36%
10,872
-1,117
62
$2.34M 0.36%
+7,137
63
$2.33M 0.36%
+8,270
64
$2.33M 0.36%
20,045
+190
65
$2.32M 0.36%
64,050
-6,040
66
$2.32M 0.36%
17,069
-1,217
67
$2.28M 0.35%
+11,932
68
$2.27M 0.35%
12,393
-3,269
69
$2.27M 0.35%
9,854
-2,625
70
$2.16M 0.33%
72,900
71
$1.54M 0.24%
6,755
+75
72
$1.53M 0.24%
10,460
73
$1.52M 0.23%
15,301
+871
74
$1.5M 0.23%
14,221
-47
75
$1.34M 0.21%
9,132
-95
1 2
3
4 5