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
$1.11B
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.7M
3
+$11.4M
4
APTV icon
Aptiv
APTV
+$11.1M
5
ZTS icon
Zoetis
ZTS
+$10.9M

Top Sells

1
+$16.7M
2
+$14.6M
3
+$13.4M
4
BAH icon
Booz Allen Hamilton
BAH
+$12.2M
5
HCA icon
HCA Healthcare
HCA
+$10.6M

Sector Composition

1 Technology 30.29%
2 Consumer Discretionary 13.14%
3 Healthcare 11.39%
4 Financials 6.93%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.46%
26,429
+3,935
52
$5.05M 0.46%
10,849
-1,030
53
$5.04M 0.45%
29,373
-3,683
54
$5.03M 0.45%
91,029
-12,001
55
$4.97M 0.45%
13,815
-2,887
56
$4.89M 0.44%
30,196
+1,612
57
$4.88M 0.44%
19,929
+51
58
$4.87M 0.44%
22,617
-3,494
59
$4.85M 0.44%
20,726
-3,689
60
$4.72M 0.42%
54,107
-140,472
61
$4.37M 0.39%
47,797
-8,187
62
$4.32M 0.39%
50,869
+43,002
63
$3.83M 0.35%
79,740
64
$3.6M 0.32%
19,857
-6,508
65
$3.43M 0.31%
31,599
-5,367
66
$3.4M 0.31%
14,460
-8,820
67
$3.35M 0.3%
111,030
+1,725
68
$3.32M 0.3%
10,558
-3,147
69
$3.29M 0.3%
29,080
-3,210
70
$3.27M 0.29%
22,056
-90,514
71
$3.27M 0.29%
15,528
-60
72
$3.21M 0.29%
27,186
-1,584
73
$3.16M 0.28%
+3,181
74
$2.86M 0.26%
24,016
-122,920
75
$2.25M 0.2%
38,241
-2,658
1 2
3
4 5