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
$715M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14M
3
+$11.3M
4
META icon
Meta Platforms (Facebook)
META
+$4.8M
5
MMM icon
3M
MMM
+$4.47M

Top Sells

1
+$9.19M
2
+$8.94M
3
+$8.63M
4
VRSK icon
Verisk Analytics
VRSK
+$8.08M
5
NFLX icon
Netflix
NFLX
+$4.32M

Sector Composition

1 Technology 20.77%
2 Consumer Discretionary 13.73%
3 Industrials 12.28%
4 Healthcare 11.19%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.4%
17,868
-1,841
52
$2.81M 0.39%
29,142
+29
53
$2.79M 0.39%
22,586
-3,131
54
$2.71M 0.38%
20,494
+953
55
$2.67M 0.37%
7,485
-1,167
56
$2.65M 0.37%
63,050
+850
57
$2.63M 0.37%
+113,670
58
$2.61M 0.36%
26,619
+731
59
$2.6M 0.36%
30,956
-106,512
60
$2.59M 0.36%
16,528
-6,390
61
$2.59M 0.36%
10,370
-511
62
$2.55M 0.36%
26,613
-4,935
63
$2.54M 0.35%
29,134
+753
64
$2.52M 0.35%
37,700
+1,142
65
$2.41M 0.34%
61,958
-57,362
66
$2.28M 0.32%
72,900
67
$2.23M 0.31%
17,459
+634
68
$1.74M 0.24%
8,080
+960
69
$1.68M 0.23%
36,323
+2,695
70
$1.62M 0.23%
21,030
+436
71
$1.6M 0.22%
+19,220
72
$1.51M 0.21%
10,460
73
$1.48M 0.21%
27,458
+2,231
74
$1.43M 0.2%
26,707
+527
75
$1.36M 0.19%
20,000
1 2
3
4 5