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
$889M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.8M
3
+$17.7M
4
HCA icon
HCA Healthcare
HCA
+$17.7M
5
ABT icon
Abbott
ABT
+$17.6M

Top Sells

1
+$29.3M
2
+$19.6M
3
+$18M
4
UNH icon
UnitedHealth
UNH
+$18M
5
SBUX icon
Starbucks
SBUX
+$14.3M

Sector Composition

1 Technology 25.52%
2 Healthcare 12.23%
3 Consumer Discretionary 10.58%
4 Industrials 8.93%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.46%
92,428
-173,632
52
$4.11M 0.46%
37,074
-6,568
53
$4.06M 0.46%
33,101
-7,928
54
$4.03M 0.45%
168,416
-28,508
55
$4.02M 0.45%
23,090
-168,438
56
$3.99M 0.45%
11,076
-2,963
57
$3.95M 0.44%
21,482
-5,655
58
$3.86M 0.43%
+22,744
59
$2.91M 0.33%
72,900
60
$2.88M 0.32%
36,723
-43,683
61
$2.88M 0.32%
27,212
-8,530
62
$2.85M 0.32%
25,532
+2,246
63
$2.81M 0.32%
19,268
-2,652
64
$2.6M 0.29%
29,950
+2,032
65
$2.59M 0.29%
+10,022
66
$2.58M 0.29%
13,521
-191
67
$2.55M 0.29%
90,870
-4,635
68
$2.36M 0.27%
42,849
-122
69
$2.29M 0.26%
11,503
+162
70
$2.27M 0.25%
+11,772
71
$1.84M 0.21%
53,245
-10,660
72
$1.8M 0.2%
30,610
73
$1.77M 0.2%
137,040
74
$1.39M 0.16%
18,864
75
$1.21M 0.14%
10,460
1 2
3
4 5