QIM
Quest Investment Management Portfolio holdings
AUM
$910M
1-Year Return
20.44%
This Quarter Return
+6.94%
1 Year Return
+20.44%
3 Year Return
+92.96%
5 Year Return
+135.08%
10 Year Return
+362.02%
AUM
$864M
AUM Growth
+$64.3M
(+8%)
Cap. Flow
+$8.6M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
28.03%
Holding
112
New
11
Increased
35
Reduced
26
Closed
6
Top Buys
| 1 |
Illumina
ILMN
|
$16.5M |
| 2 |
W.W. Grainger
GWW
|
$16.1M |
| 3 |
Yum! Brands
YUM
|
$7.75M |
| 4 |
Workday
WDAY
|
$6.99M |
| 5 |
Union Pacific
UNP
|
$5.37M |
Top Sells
| 1 |
Marriott International Class A Common Stock
MAR
|
$15.1M |
| 2 |
Waste Management
WM
|
$13.6M |
| 3 |
Idexx Laboratories
IDXX
|
$11.3M |
| 4 |
Apple
AAPL
|
$5.9M |
| 5 |
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% |
