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
$855M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.8M
3
+$8.13M
4
MRK icon
Merck
MRK
+$7.89M
5
INTU icon
Intuit
INTU
+$3.29M

Top Sells

1
+$16.3M
2
+$15.7M
3
+$14.6M
4
NVDA icon
NVIDIA
NVDA
+$14.3M
5
MSFT icon
Microsoft
MSFT
+$13M

Sector Composition

1 Technology 27.72%
2 Communication Services 7.81%
3 Consumer Discretionary 7.07%
4 Healthcare 5.66%
5 Financials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.17%
6,464
-839
52
$1.48M 0.17%
+8,672
53
$1.46M 0.17%
18,960
-7,230
54
$1.45M 0.17%
2,937
-32,959
55
$1.45M 0.17%
28,000
56
$1.39M 0.16%
24,149
-2,701
57
$1.32M 0.15%
20,000
58
$1.28M 0.15%
3,474
-1,878
59
$1.23M 0.14%
+14,651
60
$1.2M 0.14%
2,385
+583
61
$1.19M 0.14%
2,500
-896
62
$1.16M 0.14%
6,685
-1,875
63
$1.12M 0.13%
5,925
64
$1.08M 0.13%
+8,551
65
$1.05M 0.12%
2,969
-4,884
66
$973K 0.11%
8,300
67
$856K 0.1%
11,349
-3,841
68
$592K 0.07%
2,090
-233
69
$536K 0.06%
1,099
70
$502K 0.06%
+3,279
71
$452K 0.05%
20,529
72
$429K 0.05%
743
73
$404K 0.05%
9,000
74
$396K 0.05%
310
75
$382K 0.04%
666
1 2
3
4