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
$761M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.74M
3
+$3.71M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
JKHY icon
Jack Henry & Associates
JKHY
+$3.42M

Top Sells

1
+$13.3M
2
+$10.8M
3
+$7.29M
4
INTU icon
Intuit
INTU
+$1.97M
5
NVS icon
Novartis
NVS
+$1.59M

Sector Composition

1 Technology 22.83%
2 Industrials 11.74%
3 Consumer Discretionary 10.95%
4 Healthcare 10.83%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.14%
7,608
77
$978K 0.13%
41,305
78
$902K 0.12%
11,282
-338
79
$723K 0.1%
11,123
+442
80
$687K 0.09%
8,500
81
$567K 0.07%
10,559
82
$536K 0.07%
2,985
-50
83
$514K 0.07%
2,610
84
$509K 0.07%
20,785
85
$474K 0.06%
9,510
-381
86
$452K 0.06%
1,865
87
$448K 0.06%
347
88
$418K 0.06%
28,840
89
$416K 0.05%
2,192
90
$370K 0.05%
2,110
-80
91
$343K 0.05%
2,131
92
$286K 0.04%
30,000
93
$275K 0.04%
10,700
94
$272K 0.04%
+2,880
95
$249K 0.03%
5,157
96
$246K 0.03%
5,750
97
$231K 0.03%
4,600
98
$215K 0.03%
+5,790
99
$201K 0.03%
15,900
100
$200K 0.03%
+4,600
1 2 3
4
5