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
$855M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.8M
3
+$8.13M
4
MRK icon
Merck
MRK
+$7.89M
5
INTU icon
Intuit
INTU
+$3.29M

Top Sells

1
+$16.3M
2
+$15.7M
3
+$14.6M
4
NVDA icon
NVIDIA
NVDA
+$14.3M
5
MSFT icon
Microsoft
MSFT
+$13M

Sector Composition

1 Technology 27.72%
2 Communication Services 7.81%
3 Consumer Discretionary 7.07%
4 Healthcare 5.66%
5 Financials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.04%
1,481
77
$277K 0.03%
14,115
78
$275K 0.03%
875
79
$249K 0.03%
772
80
$236K 0.03%
5,157
81
$235K 0.03%
10,000
82
$234K 0.03%
843
-90
83
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-52,256
84
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-3,824
85
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-45,894
86
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-4,921
87
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-6,422
88
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-8,234
89
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-10,440
90
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-3,151
91
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-20,460
92
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-24,696
1 2 3
4