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
$1.07B
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.78M
3
+$7.01M
4
LNKD
LinkedIn Corporation
LNKD
+$3.81M
5
AMZN icon
Amazon
AMZN
+$3.57M

Top Sells

1
+$9.25M
2
+$9.11M
3
+$8.98M
4
PM icon
Philip Morris
PM
+$8.94M
5
MDT icon
Medtronic
MDT
+$8.8M

Sector Composition

1 Technology 18.4%
2 Healthcare 13.34%
3 Consumer Discretionary 11.66%
4 Industrials 10.62%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$820K 0.08%
12,765
-495
102
$801K 0.08%
8,200
103
$783K 0.07%
16,450
+890
104
$764K 0.07%
7,688
-50
105
$721K 0.07%
5,435
-205
106
$700K 0.07%
12,550
-485
107
$694K 0.07%
16,385
-6,365
108
$670K 0.06%
14,660
+610
109
$659K 0.06%
17,085
-660
110
$647K 0.06%
4,720
-540
111
$643K 0.06%
10,295
+995
112
$635K 0.06%
20,955
-10,090
113
$622K 0.06%
25,251
+3,418
114
$620K 0.06%
2,473
115
$610K 0.06%
15,075
-580
116
$605K 0.06%
12,325
-6,090
117
$593K 0.06%
16,255
+6,640
118
$593K 0.06%
20,390
+8,025
119
$586K 0.06%
13,065
-505
120
$581K 0.05%
56,200
-9,560
121
$576K 0.05%
14,441
-562
122
$568K 0.05%
7,125
-275
123
$556K 0.05%
9,065
+1,565
124
$543K 0.05%
7,385
+1,555
125
$540K 0.05%
18,615
+5,015
3 4
5
6 7