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
$645M
AUM Growth
-$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.7M
3
+$10.7M
4
MMM icon
3M
MMM
+$8.59M
5
NKE icon
Nike
NKE
+$7.88M

Top Sells

1
+$14.3M
2
+$12.4M
3
+$9.04M
4
ADI icon
Analog Devices
ADI
+$5.28M
5
VRSK icon
Verisk Analytics
VRSK
+$3.36M

Sector Composition

1 Technology 21.56%
2 Industrials 12.54%
3 Consumer Discretionary 11.61%
4 Healthcare 11.01%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.38%
24,818
+2,232
52
$2.43M 0.38%
40,122
+2,422
53
$2.38M 0.37%
30,522
+1,388
54
$2.36M 0.37%
12,687
+2,317
55
$2.33M 0.36%
18,197
+329
56
$2.29M 0.36%
26,736
-61,542
57
$2.27M 0.35%
67,430
+4,380
58
$2.26M 0.35%
72,900
59
$2.26M 0.35%
40,143
+13,436
60
$2.23M 0.35%
24,268
-135,200
61
$2.2M 0.34%
64,309
-28,133
62
$2.19M 0.34%
20,171
-323
63
$2.12M 0.33%
24,267
+6,808
64
$2.08M 0.32%
90,630
-23,040
65
$1.77M 0.27%
19,304
+84
66
$1.73M 0.27%
10,780
+2,700
67
$1.59M 0.25%
20,673
-357
68
$1.52M 0.24%
+44,611
69
$1.51M 0.23%
+25,717
70
$1.38M 0.21%
18,864
71
$1.2M 0.19%
10,737
+1,101
72
$1.17M 0.18%
20,000
73
$1.14M 0.18%
10,460
74
$1.02M 0.16%
8,978
+1,906
75
$1M 0.16%
7,590
+12
1 2
3
4 5