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
$864M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$16.1M
3
+$7.75M
4
WDAY icon
Workday
WDAY
+$6.99M
5
UNP icon
Union Pacific
UNP
+$5.37M

Top Sells

1
+$15.1M
2
+$13.6M
3
+$11.3M
4
AAPL icon
Apple
AAPL
+$5.9M
5
UNH icon
UnitedHealth
UNH
+$3.9M

Sector Composition

1 Technology 24.5%
2 Healthcare 11.58%
3 Consumer Discretionary 10.35%
4 Communication Services 9%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.94M 0.46%
44,809
+7,775
52
$3.57M 0.41%
40,019
+2,295
53
$3.52M 0.41%
32,583
+2,636
54
$3.52M 0.41%
32,072
+6,204
55
$3.52M 0.41%
57,621
+7,376
56
$3.51M 0.41%
35,210
-975
57
$3.5M 0.4%
30,712
-119,389
58
$3.43M 0.4%
8,819
+642
59
$3.41M 0.39%
22,491
-99,695
60
$3.4M 0.39%
116,220
+10,140
61
$3.38M 0.39%
28,467
+4,105
62
$3.34M 0.39%
16,920
+3,737
63
$3.12M 0.36%
137,040
64
$2.93M 0.34%
+37,009
65
$2.89M 0.33%
72,900
66
$2.85M 0.33%
17,184
67
$2.43M 0.28%
39,636
-2,886
68
$2.39M 0.28%
25,762
-20,942
69
$2.35M 0.27%
+52,478
70
$1.97M 0.23%
30,610
+2,610
71
$1.93M 0.22%
51,235
-1,674
72
$1.92M 0.22%
+13,176
73
$1.78M 0.21%
14,237
-1,196
74
$1.64M 0.19%
18,864
75
$1.34M 0.16%
10,460
1 2
3
4 5