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
$822M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.7M
3
+$9.84M
4
TSCO icon
Tractor Supply
TSCO
+$9.63M
5
HON icon
Honeywell
HON
+$8.46M

Top Sells

1
+$13.4M
2
+$12.3M
3
+$11.7M
4
ZTS icon
Zoetis
ZTS
+$11.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.1M

Sector Composition

1 Technology 25.15%
2 Consumer Discretionary 11.26%
3 Healthcare 11.24%
4 Financials 6.9%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.29M 0.52%
49,047
-25,990
52
$4.24M 0.52%
+25,345
53
$4.23M 0.51%
38,489
+8,540
54
$4.15M 0.5%
37,777
+196
55
$4.04M 0.49%
+106,144
56
$3.86M 0.47%
12,218
+1,127
57
$3.77M 0.46%
79,740
58
$3.76M 0.46%
+29,389
59
$3.67M 0.45%
49,234
+327
60
$3.57M 0.43%
104,388
-5,218
61
$3.4M 0.41%
10,626
+595
62
$3.39M 0.41%
36,404
-95,047
63
$3.36M 0.41%
43,526
-6,855
64
$3.35M 0.41%
7,336
-16,199
65
$3.14M 0.38%
49,398
-2,839
66
$2.95M 0.36%
19,496
-3,792
67
$2.6M 0.32%
137,040
68
$2.52M 0.31%
19,421
-103,158
69
$2.03M 0.25%
28,175
70
$2M 0.24%
18,000
71
$1.82M 0.22%
7,588
72
$1.78M 0.22%
+37,400
73
$1.71M 0.21%
12,618
-369
74
$1.51M 0.18%
10,684
75
$1.37M 0.17%
4,922
+659
1 2
3
4