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
$1.17B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.8M
3
+$14.8M
4
PYPL icon
PayPal
PYPL
+$4.47M
5
TSLA icon
Tesla
TSLA
+$3.44M

Top Sells

1
+$13.6M
2
+$9.76M
3
+$6.27M
4
AAPL icon
Apple
AAPL
+$5.46M
5
JKHY icon
Jack Henry & Associates
JKHY
+$5.18M

Sector Composition

1 Technology 30.41%
2 Healthcare 10.57%
3 Consumer Discretionary 10.31%
4 Communication Services 9.1%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.61M 0.57%
91,229
+2,394
52
$6.51M 0.56%
29,715
+828
53
$5.98M 0.51%
36,249
+3,178
54
$5.95M 0.51%
8,917
-686
55
$5.79M 0.5%
111,773
-1,565
56
$5.71M 0.49%
49,259
-663
57
$5.3M 0.45%
25,444
-46,820
58
$4.69M 0.4%
11,298
-511
59
$4.66M 0.4%
8,202
-715
60
$4.63M 0.4%
29,872
+6,228
61
$4.31M 0.37%
47,021
-148,315
62
$4.25M 0.36%
53,834
+5,606
63
$4.11M 0.35%
94,002
-19,108
64
$4.04M 0.34%
26,492
-26,813
65
$4.03M 0.34%
5,059
-255
66
$4.01M 0.34%
43,248
-9,534
67
$3.99M 0.34%
6,060
+23
68
$3.85M 0.33%
79,740
69
$3.63M 0.31%
47,054
+3,465
70
$3.56M 0.3%
25,306
+1,909
71
$2.57M 0.22%
137,040
72
$1.76M 0.15%
28,175
73
$1.59M 0.14%
23,270
+3,491
74
$1.57M 0.13%
40,261
+3,474
75
$1.57M 0.13%
7,588
1 2
3
4