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
$736M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.6M
3
+$8.65M
4
APH icon
Amphenol
APH
+$5.83M
5
UNP icon
Union Pacific
UNP
+$3.17M

Top Sells

1
+$13.6M
2
+$12.1M
3
+$11.8M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$11.7M
5
HCA icon
HCA Healthcare
HCA
+$7.35M

Sector Composition

1 Healthcare 20.15%
2 Technology 17.73%
3 Consumer Discretionary 11.64%
4 Communication Services 8.51%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.03%
5,157
102
$218K 0.03%
+4,380
103
$217K 0.03%
5,950
104
$207K 0.03%
4,600
105
$137K 0.02%
11,200
+1,200
106
– –
-7,210
107
– –
-101,246
108
– –
-5,545
109
– –
-6,838
110
– –
-94,995
111
– –
-179,705
112
– –
-5,200
113
– –
-311,247
114
– –
-101,307
115
– –
-62,289
1 2 3 4
5