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
$896M
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.6M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$9M
5
IDXX icon
Idexx Laboratories
IDXX
+$8.83M

Top Sells

1
+$16.2M
2
+$13.4M
3
+$10.4M
4
SBUX icon
Starbucks
SBUX
+$8.37M
5
HON icon
Honeywell
HON
+$5.92M

Sector Composition

1 Technology 28.02%
2 Healthcare 8.17%
3 Communication Services 7.94%
4 Consumer Discretionary 7.38%
5 Industrials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.24%
18,795
-1,881
52
$2.1M 0.23%
20,749
+2,481
53
$2.06M 0.23%
10,411
-67,546
54
$2.04M 0.23%
10,684
55
$2M 0.22%
2,956
-359
56
$1.99M 0.22%
3,422
+485
57
$1.98M 0.22%
48,320
-7,039
58
$1.88M 0.21%
24,960
-135
59
$1.85M 0.21%
13,864
+2,839
60
$1.82M 0.2%
+23,665
61
$1.8M 0.2%
5,408
+89
62
$1.54M 0.17%
3,307
-710
63
$1.52M 0.17%
28,000
64
$1.47M 0.16%
15,203
-4,855
65
$1.45M 0.16%
8,908
-79
66
$1.41M 0.16%
8,070
+687
67
$1.34M 0.15%
20,000
68
$1.04M 0.12%
7,424
69
$977K 0.11%
10,685
-91,599
70
$965K 0.11%
8,300
71
$604K 0.07%
2,323
72
$516K 0.06%
1,163
-5
73
$459K 0.05%
10,400
74
$378K 0.04%
310
75
$378K 0.04%
9,000
1 2
3
4