QIM

Quest Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$910M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$4.86M
3
+$4.67M
4
DHR icon
Danaher
DHR
+$3.62M
5
MA icon
Mastercard
MA
+$3.44M

Top Sells

1
+$8.91M
2
+$8.11M
3
+$7.97M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
CRM icon
Salesforce
CRM
+$5.68M

Sector Composition

1 Technology 26.73%
2 Communication Services 7.1%
3 Financials 6.22%
4 Consumer Discretionary 5.81%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.3%
6,968
52
$2.56M 0.28%
18,762
+13,668
53
$2.56M 0.28%
36,312
+16,312
54
$2.29M 0.25%
+24,519
55
$2.06M 0.23%
9,223
+3,060
56
$1.96M 0.22%
42,431
+14,431
57
$1.92M 0.21%
3,445
+539
58
$1.54M 0.17%
+52,451
59
$1.53M 0.17%
5,925
60
$1.52M 0.17%
4,830
-3,673
61
$1.5M 0.17%
10,050
+1,405
62
$1.48M 0.16%
+13,339
63
$1.47M 0.16%
+3,016
64
$1.42M 0.16%
18,000
65
$1.28M 0.14%
+6,612
66
$1.28M 0.14%
10,375
-544
67
$1.24M 0.14%
3,126
-584
68
$1.23M 0.14%
2,631
+215
69
$1.22M 0.13%
+31,788
70
$1.21M 0.13%
+209
71
$1.19M 0.13%
1,554
-283
72
$1.17M 0.13%
10,185
+994
73
$1.15M 0.13%
+2,122
74
$1.06M 0.12%
+99,400
75
$1.04M 0.11%
+4,263
1 2
3
4 5