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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.15M
3
+$5.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.23M
5
ORCL icon
Oracle
ORCL
+$2.8M

Top Sells

1
+$7.04M
2
+$6.9M
3
+$5.77M
4
CRM icon
Salesforce
CRM
+$5.42M
5
ASML icon
ASML
ASML
+$4.75M

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 7.07%
3 Communication Services 6.69%
4 Financials 5.37%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.35%
33,576
+9,057
52
$3.27M 0.34%
16,480
-2,205
53
$3.1M 0.33%
+11,014
54
$3.01M 0.32%
10,684
55
$2.61M 0.27%
36,532
+220
56
$1.92M 0.2%
42,585
+154
57
$1.89M 0.2%
2,709
+1,155
58
$1.72M 0.18%
5,730
+900
59
$1.69M 0.18%
9,864
-186
60
$1.65M 0.17%
+7,311
61
$1.63M 0.17%
3,011
-5
62
$1.53M 0.16%
10,555
+180
63
$1.52M 0.16%
15,006
+135
64
$1.51M 0.16%
18,000
65
$1.5M 0.16%
7,297
-1,926
66
$1.5M 0.16%
52,886
+435
67
$1.47M 0.15%
3,140
-305
68
$1.36M 0.14%
32,091
+303
69
$1.33M 0.14%
2,793
+162
70
$1.21M 0.13%
6,179
-433
71
$1.19M 0.12%
3,219
+93
72
$1.12M 0.12%
7,588
+77
73
$1.09M 0.11%
4,313
+50
74
$1.07M 0.11%
11,084
-325
75
$1.05M 0.11%
2,346
+224
1 2
3
4 5