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
$707M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$10.1M
5
NFLX icon
Netflix
NFLX
+$7.13M

Top Sells

1
+$13.5M
2
+$13.1M
3
+$12.1M
4
ADBE icon
Adobe
ADBE
+$11.6M
5
MCD icon
McDonald's
MCD
+$9.44M

Sector Composition

1 Technology 26.36%
2 Healthcare 9.6%
3 Consumer Discretionary 6.25%
4 Financials 5.41%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.28%
40,000
52
$1.97M 0.28%
21,817
-34,589
53
$1.96M 0.28%
7,193
54
$1.93M 0.27%
+6,436
55
$1.75M 0.25%
11,254
-7,595
56
$1.71M 0.24%
17,687
+3,563
57
$1.64M 0.23%
28,175
58
$1.62M 0.23%
+6,459
59
$1.53M 0.22%
6,228
+1,716
60
$1.5M 0.21%
10,684
61
$1.44M 0.2%
4,771
+363
62
$1.44M 0.2%
6,271
+605
63
$1.42M 0.2%
3,695
+176
64
$1.4M 0.2%
14,225
+1,110
65
$1.37M 0.19%
9,373
-208
66
$1.33M 0.19%
+432
67
$1.33M 0.19%
5,034
-35,819
68
$1.29M 0.18%
23,008
-670
69
$1.29M 0.18%
20,000
70
$1.19M 0.17%
3,191
+69
71
$976K 0.14%
8,300
72
$655K 0.09%
7,424
73
$542K 0.08%
2,550
+1,087
74
$418K 0.06%
1,168
+80
75
$370K 0.05%
10,400
1 2
3
4