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
$864M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$16.1M
3
+$7.75M
4
WDAY icon
Workday
WDAY
+$6.99M
5
UNP icon
Union Pacific
UNP
+$5.37M

Top Sells

1
+$15.1M
2
+$13.6M
3
+$11.3M
4
AAPL icon
Apple
AAPL
+$5.9M
5
UNH icon
UnitedHealth
UNH
+$3.9M

Sector Composition

1 Technology 24.5%
2 Healthcare 11.58%
3 Consumer Discretionary 10.35%
4 Communication Services 9%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.14%
41,498
77
$1.18M 0.14%
20,000
78
$1.12M 0.13%
7,608
79
$988K 0.11%
+20,594
80
$910K 0.11%
10,472
-220
81
$889K 0.1%
+10,609
82
$866K 0.1%
+6,459
83
$846K 0.1%
+10,381
84
$746K 0.09%
3,510
+525
85
$622K 0.07%
10,400
86
$593K 0.07%
8,500
87
$577K 0.07%
2,510
88
$548K 0.06%
1,865
89
$529K 0.06%
9,510
90
$529K 0.06%
20,785
91
$528K 0.06%
2,192
92
$503K 0.06%
347
93
$433K 0.05%
28,840
94
$428K 0.05%
2,110
95
$423K 0.05%
2,068
96
$359K 0.04%
715
97
$329K 0.04%
10,700
98
$314K 0.04%
30,000
99
$306K 0.04%
5,157
100
$273K 0.03%
5,750
1 2 3
4
5