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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.15M
3
+$5.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.23M
5
ORCL icon
Oracle
ORCL
+$2.8M

Top Sells

1
+$7.04M
2
+$6.9M
3
+$5.77M
4
CRM icon
Salesforce
CRM
+$5.42M
5
ASML icon
ASML
ASML
+$4.75M

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 7.07%
3 Communication Services 6.69%
4 Financials 5.37%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.11%
+8,478
77
$951K 0.1%
7,098
78
$933K 0.1%
3,938
-21,490
79
$932K 0.1%
12,342
-601
80
$902K 0.09%
8,000
81
$885K 0.09%
+1,231
82
$868K 0.09%
2,646
+335
83
$822K 0.09%
5,528
-4,657
84
$819K 0.09%
47,712
-5,365
85
$816K 0.09%
5,601
-2,415
86
$816K 0.09%
1,895
+25
87
$809K 0.09%
31,768
+405
88
$802K 0.08%
3,631
+51
89
$760K 0.08%
11,990
+15
90
$738K 0.08%
3,556
-145
91
$735K 0.08%
4,734
+85
92
$729K 0.08%
3,379
+60
93
$687K 0.07%
7,631
-1,665
94
$677K 0.07%
1,016
+121
95
$666K 0.07%
34,959
+695
96
$598K 0.06%
996
-15
97
$589K 0.06%
20,844
98
$577K 0.06%
+9,282
99
$560K 0.06%
836
+105
100
$470K 0.05%
40,677
-16,350
2 3
4
5 6