QIM

Quest Investment Management Portfolio holdings

AUM $953M
1-Year Est. Return 24.11%
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$807M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$8.97M
3
+$7.32M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.25M
5
ANET icon
Arista Networks
ANET
+$6.22M

Top Sells

1
+$11.5M
2
+$4.96M
3
+$4.25M
4
JPM icon
JPMorgan Chase
JPM
+$4.07M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.57M

Sector Composition

1 Technology 25.66%
2 Communication Services 7.61%
3 Consumer Discretionary 6.94%
4 Financials 5.88%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.21%
8,503
-1,934
52
$1.66M 0.21%
2,906
+186
53
$1.62M 0.2%
18,000
-55,298
54
$1.53M 0.19%
4,907
+168
55
$1.47M 0.18%
20,000
56
$1.38M 0.17%
3,710
+277
57
$1.33M 0.16%
10,919
-385
58
$1.27M 0.16%
+6,163
59
$1.22M 0.15%
12,735
-3,465
60
$1.21M 0.15%
8,645
-30,434
61
$1.19M 0.15%
5,925
62
$1.12M 0.14%
2,416
+833
63
$1.01M 0.13%
1,837
-809
64
$987K 0.12%
8,300
65
$878K 0.11%
9,191
-1,637
66
$728K 0.09%
14,509
-7,504
67
$586K 0.07%
2,131
+147
68
$581K 0.07%
20,529
69
$495K 0.06%
1,055
-58
70
$452K 0.06%
1,481
71
$446K 0.06%
8,144
-2,717
72
$430K 0.05%
+5,094
73
$425K 0.05%
756
74
$373K 0.05%
666
75
$268K 0.03%
875
1 2
3
4