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
$1.09B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$16.4M
3
+$15.1M
4
SHOP icon
Shopify
SHOP
+$12.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.4M

Top Sells

1
+$17.9M
2
+$16.3M
3
+$16.1M
4
ECL icon
Ecolab
ECL
+$15.1M
5
HD icon
Home Depot
HD
+$14.5M

Sector Composition

1 Technology 33.36%
2 Healthcare 10.44%
3 Consumer Discretionary 9.97%
4 Communication Services 9.38%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.17M 0.47%
24,150
-2,279
52
$5.13M 0.47%
31,223
-12,607
53
$4.84M 0.44%
+35,253
54
$4.77M 0.44%
26,549
-2,824
55
$4.74M 0.43%
30,554
-5,803
56
$4.72M 0.43%
+20,801
57
$4.64M 0.43%
82,293
-8,736
58
$4.64M 0.43%
57,620
+3,513
59
$4.58M 0.42%
45,053
+3,501
60
$4.46M 0.41%
29,417
-779
61
$4.35M 0.4%
31,553
-90,068
62
$4.2M 0.38%
41,493
-6,304
63
$3.61M 0.33%
79,740
64
$3.37M 0.31%
9,554
-32,457
65
$3.34M 0.31%
18,092
-1,765
66
$3.3M 0.3%
12,303
+1,745
67
$3.28M 0.3%
10,742
-47,517
68
$3.21M 0.29%
+37,449
69
$3.19M 0.29%
24,763
-2,423
70
$3.19M 0.29%
15,731
+203
71
$3.18M 0.29%
2,636
-545
72
$3.17M 0.29%
93,855
-17,175
73
$2.83M 0.26%
21,516
-2,500
74
$2.82M 0.26%
+41,294
75
$2.74M 0.25%
+23,475
1 2
3
4 5