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
$1.05B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$23.4M
3
+$20.6M
4
NOW icon
ServiceNow
NOW
+$16.6M
5
TEAM icon
Atlassian
TEAM
+$16.3M

Top Sells

1
+$14.1M
2
+$12.8M
3
+$12.1M
4
TTD icon
Trade Desk
TTD
+$8.95M
5
NVDA icon
NVIDIA
NVDA
+$8.55M

Sector Composition

1 Technology 31.02%
2 Consumer Discretionary 12.22%
3 Healthcare 10.72%
4 Communication Services 7.02%
5 Financials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16M 0.49%
+103,030
52
$5.15M 0.49%
33,056
-9,578
53
$5.14M 0.49%
+16,492
54
$5.02M 0.48%
16,702
+5,626
55
$4.93M 0.47%
42,227
+9,126
56
$4.81M 0.46%
24,415
+1,325
57
$4.78M 0.46%
45,809
+8,735
58
$4.65M 0.44%
28,584
+7,102
59
$4.64M 0.44%
26,111
+3,367
60
$4.62M 0.44%
19,878
+8,106
61
$4.57M 0.44%
11,924
-33,358
62
$4.53M 0.43%
55,984
-7,392
63
$4.46M 0.43%
61,835
-28,631
64
$3.72M 0.36%
79,740
+6,840
65
$3.46M 0.33%
22,494
+3,226
66
$3.38M 0.32%
36,966
+7,016
67
$3.36M 0.32%
109,305
+18,435
68
$3.33M 0.32%
+23,280
69
$3.32M 0.32%
13,705
+3,683
70
$3.31M 0.32%
+36,063
71
$3.3M 0.32%
+32,290
72
$3.27M 0.31%
26,365
+833
73
$3.27M 0.31%
15,588
+2,067
74
$3.26M 0.31%
28,770
+1,558
75
$2.43M 0.23%
40,899
-1,950
1 2
3
4 5