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
$806M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.3M
3
+$13.5M
4
JKHY icon
Jack Henry & Associates
JKHY
+$13.5M
5
APH icon
Amphenol
APH
+$8.11M

Top Sells

1
+$17.5M
2
+$14.1M
3
+$13M
4
UNH icon
UnitedHealth
UNH
+$5.6M
5
IDXX icon
Idexx Laboratories
IDXX
+$3.28M

Sector Composition

1 Technology 23.2%
2 Healthcare 11.41%
3 Consumer Discretionary 11.13%
4 Communication Services 9.85%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.42%
27,196
-2,779
52
$3.27M 0.41%
+36,014
53
$3.26M 0.41%
22,288
-2,986
54
$3.13M 0.39%
8,595
-2,120
55
$3.05M 0.38%
57,710
-246,643
56
$3.05M 0.38%
27,556
+1,674
57
$3.02M 0.37%
1,610
+368
58
$3M 0.37%
137,040
59
$2.96M 0.37%
29,247
+1,417
60
$2.93M 0.36%
14,234
-68,486
61
$2.91M 0.36%
25,751
+2,313
62
$2.9M 0.36%
117,795
+20,340
63
$2.82M 0.35%
50,950
-3,480
64
$2.81M 0.35%
17,474
+7
65
$2.69M 0.33%
72,900
66
$2.55M 0.32%
16,290
+7,585
67
$2.42M 0.3%
42,371
+1,953
68
$2.32M 0.29%
62,998
-939
69
$1.86M 0.23%
16,976
-382
70
$1.82M 0.23%
43,117
-2,543
71
$1.51M 0.19%
18,864
72
$1.38M 0.17%
10,460
73
$1.3M 0.16%
20,000
74
$1.27M 0.16%
28,000
-64,324
75
$1.04M 0.13%
41,305
1 2
3
4 5