QIM

Quest Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$910M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$4.86M
3
+$4.67M
4
DHR icon
Danaher
DHR
+$3.62M
5
MA icon
Mastercard
MA
+$3.44M

Top Sells

1
+$8.91M
2
+$8.11M
3
+$7.97M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
CRM icon
Salesforce
CRM
+$5.68M

Sector Composition

1 Technology 26.73%
2 Communication Services 7.1%
3 Financials 6.22%
4 Consumer Discretionary 5.81%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.11%
+4,957
77
$1.01M 0.11%
+8,016
78
$972K 0.11%
+7,511
79
$965K 0.11%
+7,098
80
$962K 0.11%
+53,077
81
$943K 0.1%
+11,409
82
$898K 0.1%
+12,943
83
$862K 0.09%
8,000
-300
84
$819K 0.09%
+3,580
85
$784K 0.09%
1,481
86
$764K 0.08%
+1,870
87
$760K 0.08%
+31,363
88
$752K 0.08%
+11,975
89
$750K 0.08%
+29,542
90
$738K 0.08%
+34,264
91
$716K 0.08%
+4,157
92
$704K 0.08%
+9,296
93
$702K 0.08%
2,311
+180
94
$695K 0.08%
+3,319
95
$670K 0.07%
+3,701
96
$666K 0.07%
+4,649
97
$652K 0.07%
+7,152
98
$610K 0.07%
8,470
+326
99
$604K 0.07%
+57,027
100
$603K 0.07%
20,844
+315
2 3
4
5 6