QIM

Quest Investment Management Portfolio holdings

AUM $953M
1-Year Est. Return 24.11%
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$807M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$8.97M
3
+$7.32M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.25M
5
ANET icon
Arista Networks
ANET
+$6.22M

Top Sells

1
+$11.5M
2
+$4.96M
3
+$4.25M
4
JPM icon
JPMorgan Chase
JPM
+$4.07M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$3.57M

Sector Composition

1 Technology 25.66%
2 Communication Services 7.61%
3 Consumer Discretionary 6.94%
4 Financials 5.88%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.03%
+4,010
77
$241K 0.03%
772
78
$237K 0.03%
+3,373
79
$218K 0.03%
5,157
80
– –
-14,115
81
– –
-10,000
82
– –
-7,241
83
– –
-9,000
84
– –
-5,899
85
– –
-64,354
86
– –
-310
1 2 3
4