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
$849M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.5M
3
+$10.7M
4
TJX icon
TJX Companies
TJX
+$10.7M
5
PANW icon
Palo Alto Networks
PANW
+$8.19M

Top Sells

1
+$14.2M
2
+$13.7M
3
+$12.8M
4
WDAY icon
Workday
WDAY
+$12.8M
5
ABT icon
Abbott
ABT
+$7.99M

Sector Composition

1 Technology 25.77%
2 Healthcare 12.5%
3 Consumer Discretionary 11.27%
4 Financials 7.05%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.95M 0.58%
121,072
+15,404
52
$4.2M 0.49%
24,156
-1,026
53
$4.01M 0.47%
27,896
-4,470
54
$3.8M 0.45%
6,995
+363
55
$3.79M 0.45%
34,879
-73,522
56
$3.63M 0.43%
50,737
+8,349
57
$3.62M 0.43%
+49,166
58
$3.49M 0.41%
7,334
+896
59
$3.46M 0.41%
7,219
+366
60
$3.39M 0.4%
12,355
-335
61
$3.38M 0.4%
26,439
+2,716
62
$3.37M 0.4%
20,421
-40,042
63
$3.35M 0.4%
11,159
-15,519
64
$3.33M 0.39%
+13,557
65
$3.3M 0.39%
34,951
+6,992
66
$3.27M 0.39%
125,150
+9,900
67
$3.23M 0.38%
79,740
68
$3.05M 0.36%
50,465
-5,171
69
$3.05M 0.36%
42,223
-1,262
70
$3.01M 0.35%
95,653
+11,893
71
$2.83M 0.33%
137,040
72
$2.17M 0.26%
28,175
73
$1.64M 0.19%
18,000
74
$1.51M 0.18%
10,684
75
$1.47M 0.17%
+11,445
1 2
3
4