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
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4.75M
3
+$4.57M
4
TSLA icon
Tesla
TSLA
+$4.38M
5
PANW icon
Palo Alto Networks
PANW
+$4.21M

Top Sells

1
+$14.4M
2
+$11.2M
3
+$9.56M
4
TEAM icon
Atlassian
TEAM
+$6.57M
5
BAH icon
Booz Allen Hamilton
BAH
+$4.95M

Sector Composition

1 Technology 31.93%
2 Healthcare 10.57%
3 Communication Services 10.4%
4 Consumer Discretionary 9.74%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.7M 0.52%
28,887
+3,463
52
$5.69M 0.52%
88,835
+7,640
53
$5.49M 0.5%
9,603
-1,944
54
$5.18M 0.48%
31,577
+2,381
55
$5.13M 0.47%
21,388
+995
56
$5.08M 0.47%
49,922
-30,341
57
$5.04M 0.46%
113,338
-72,199
58
$4.93M 0.45%
33,071
+1,672
59
$4.21M 0.39%
+52,782
60
$4.15M 0.38%
48,228
-8,697
61
$4.14M 0.38%
113,110
-306,264
62
$4.08M 0.38%
+6,037
63
$4.01M 0.37%
8,917
-394
64
$4M 0.37%
23,644
+2,154
65
$3.96M 0.36%
+5,314
66
$3.88M 0.36%
11,809
+354
67
$3.71M 0.34%
79,740
68
$3.59M 0.33%
52,841
+9,854
69
$3M 0.28%
43,589
+931
70
$2.98M 0.27%
23,397
-941
71
$2.55M 0.23%
137,040
72
$1.67M 0.15%
28,175
73
$1.48M 0.14%
11,175
74
$1.46M 0.13%
7,588
75
$1.38M 0.13%
+36,787
1 2
3
4 5