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
$1.07B
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.78M
3
+$7.01M
4
LNKD
LinkedIn Corporation
LNKD
+$3.81M
5
AMZN icon
Amazon
AMZN
+$3.57M

Top Sells

1
+$9.25M
2
+$9.11M
3
+$8.98M
4
PM icon
Philip Morris
PM
+$8.94M
5
MDT icon
Medtronic
MDT
+$8.8M

Sector Composition

1 Technology 18.4%
2 Healthcare 13.34%
3 Consumer Discretionary 11.66%
4 Industrials 10.62%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.14M 0.67%
117,671
-23,408
77
$7.06M 0.66%
58,999
+1,721
78
$7.04M 0.66%
61,947
-2,111
79
$7.01M 0.66%
+93,830
80
$6.96M 0.65%
94,696
-6,151
81
$6.93M 0.65%
134,555
-10,479
82
$6.92M 0.65%
170,609
-83,934
83
$6.86M 0.64%
227,995
-12,940
84
$6.71M 0.63%
35,834
-13,946
85
$3.82M 0.36%
39,565
+6,215
86
$3.39M 0.32%
132,900
87
$3.13M 0.29%
16,998
88
$2.29M 0.21%
+23,130
89
$1.95M 0.18%
20,000
90
$1.86M 0.17%
35,850
+590
91
$1.56M 0.15%
16,650
-40
92
$1.47M 0.14%
20,083
-83
93
$1.37M 0.13%
25,267
+1,053
94
$1.21M 0.11%
30,970
+57
95
$1.06M 0.1%
39,941
+1,767
96
$932K 0.09%
9,045
-345
97
$919K 0.09%
16,920
-650
98
$898K 0.08%
19,905
-765
99
$894K 0.08%
13,382
100
$833K 0.08%
28,675
-1,100
2 3
4
5 6