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
$800M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.8M
3
+$6.41M
4
YUM icon
Yum! Brands
YUM
+$6.04M
5
UNH icon
UnitedHealth
UNH
+$5.69M

Top Sells

1
+$8.59M
2
+$8.37M
3
+$6.56M
4
AAPL icon
Apple
AAPL
+$3.92M
5
TXN icon
Texas Instruments
TXN
+$3.68M

Sector Composition

1 Technology 24.16%
2 Healthcare 11.71%
3 Consumer Discretionary 10.76%
4 Communication Services 8.88%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.47%
26,346
-850
52
$3.37M 0.42%
21,300
-988
53
$3.32M 0.42%
36,185
+171
54
$3.27M 0.41%
37,034
-4,539
55
$3.21M 0.4%
37,724
-7,226
56
$3.19M 0.4%
8,177
-418
57
$3.11M 0.39%
137,040
58
$3.1M 0.39%
+29,947
59
$2.88M 0.36%
72,900
60
$2.88M 0.36%
16,944
+2,710
61
$2.84M 0.36%
47,920
-3,030
62
$2.83M 0.35%
+13,183
63
$2.82M 0.35%
106,080
-11,715
64
$2.8M 0.35%
50,245
-7,465
65
$2.73M 0.34%
25,868
-3,379
66
$2.72M 0.34%
24,362
-1,389
67
$2.7M 0.34%
1,374
-236
68
$2.64M 0.33%
17,184
+894
69
$2.57M 0.32%
42,522
+151
70
$1.99M 0.25%
52,909
-10,089
71
$1.94M 0.24%
42,967
-150
72
$1.92M 0.24%
15,433
-1,543
73
$1.51M 0.19%
18,864
74
$1.45M 0.18%
10,460
75
$1.42M 0.18%
28,000
1 2
3
4 5