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
$1.09B
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4.75M
3
+$4.57M
4
TSLA icon
Tesla
TSLA
+$4.38M
5
PANW icon
Palo Alto Networks
PANW
+$4.21M

Top Sells

1
+$14.4M
2
+$11.2M
3
+$9.56M
4
TEAM icon
Atlassian
TEAM
+$6.57M
5
BAH icon
Booz Allen Hamilton
BAH
+$4.95M

Sector Composition

1 Technology 31.93%
2 Healthcare 10.57%
3 Communication Services 10.4%
4 Consumer Discretionary 9.74%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.12%
18,000
77
$1.31M 0.12%
3,678
+262
78
$1.3M 0.12%
19,779
+1,134
79
$891K 0.08%
20,000
80
$716K 0.07%
3,223
+10
81
$679K 0.06%
33,276
82
$676K 0.06%
10,330
83
$610K 0.06%
9,510
84
$554K 0.05%
10,400
85
$547K 0.05%
10,135
86
$488K 0.04%
1,363
87
$488K 0.04%
8,300
88
$476K 0.04%
321
89
$474K 0.04%
+7,814
90
$307K 0.03%
5,157
91
$286K 0.03%
666
92
$254K 0.02%
15,315
93
$232K 0.02%
2,105
94
$213K 0.02%
14,140
95
– –
-58,165
96
– –
-77,003
97
– –
-6,858
98
– –
-29,847
99
– –
-97,635
100
– –
-3,331
1 2 3
4
5