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
$761M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.74M
3
+$3.71M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
JKHY icon
Jack Henry & Associates
JKHY
+$3.42M

Top Sells

1
+$13.3M
2
+$10.8M
3
+$7.29M
4
INTU icon
Intuit
INTU
+$1.97M
5
NVS icon
Novartis
NVS
+$1.59M

Sector Composition

1 Technology 22.83%
2 Industrials 11.74%
3 Consumer Discretionary 10.95%
4 Healthcare 10.83%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.42%
10,715
+50
52
$3.1M 0.41%
137,040
53
$3.05M 0.4%
40,978
+673
54
$2.79M 0.37%
25,132
+2,288
55
$2.7M 0.36%
+27,830
56
$2.65M 0.35%
17,467
-730
57
$2.58M 0.34%
25,882
+1,614
58
$2.54M 0.33%
54,430
-13,000
59
$2.52M 0.33%
97,455
+6,825
60
$2.52M 0.33%
20,148
-23
61
$2.47M 0.32%
23,438
-3,298
62
$2.39M 0.31%
40,418
+275
63
$2.37M 0.31%
72,900
64
$2.34M 0.31%
63,937
-372
65
$2.17M 0.28%
1,242
-6,165
66
$2.17M 0.28%
12,352
+1,572
67
$2.12M 0.28%
22,285
-1,982
68
$1.83M 0.24%
25,380
-337
69
$1.82M 0.24%
45,660
+1,049
70
$1.81M 0.24%
17,358
-1,946
71
$1.5M 0.2%
18,864
72
$1.41M 0.19%
10,460
73
$1.33M 0.17%
8,705
+1,115
74
$1.25M 0.16%
20,000
75
$1.19M 0.16%
8,568
-410
1 2
3
4 5