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
$733M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.4M
3
+$10.7M
4
QCOM icon
Qualcomm
QCOM
+$10.2M
5
MRK icon
Merck
MRK
+$8.98M

Top Sells

1
+$13.6M
2
+$12.9M
3
+$12.6M
4
AAPL icon
Apple
AAPL
+$12.6M
5
TXN icon
Texas Instruments
TXN
+$11.3M

Sector Composition

1 Technology 26.52%
2 Healthcare 9.41%
3 Consumer Discretionary 8.15%
4 Financials 5.39%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.34%
15,270
-2,127
52
$2.36M 0.32%
13,085
-62,997
53
$2.33M 0.32%
+30,650
54
$2.09M 0.29%
52,863
55
$2.08M 0.28%
40,000
56
$1.8M 0.25%
28,175
57
$1.77M 0.24%
7,193
-395
58
$1.58M 0.22%
17,744
-7,859
59
$1.54M 0.21%
14,124
-4,057
60
$1.52M 0.21%
6,832
-45,472
61
$1.5M 0.21%
+3,206
62
$1.45M 0.2%
9,581
+926
63
$1.44M 0.2%
10,425
-4,354
64
$1.44M 0.2%
2,668
-1,131
65
$1.43M 0.2%
10,684
66
$1.43M 0.19%
23,678
+4,808
67
$1.37M 0.19%
4,512
-1,768
68
$1.37M 0.19%
4,408
-2,089
69
$1.34M 0.18%
13,115
-3,412
70
$1.33M 0.18%
6,788
-593
71
$1.33M 0.18%
+3,519
72
$1.21M 0.16%
20,000
73
$1.19M 0.16%
3,122
-572
74
$1.17M 0.16%
5,666
-494
75
$890K 0.12%
8,300
1 2
3
4