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
$735M
AUM Growth
+$8.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$6.53M
2 +$6.45M
3 +$5.89M
4
ANSS
Ansys
ANSS
+$5.61M
5
XRAY icon
Dentsply Sirona
XRAY
+$5.47M

Top Sells

1 +$14.1M
2 +$6.21M
3 +$3.45M
4
UNH icon
UnitedHealth
UNH
+$2.96M
5
BA icon
Boeing
BA
+$2.93M

Sector Composition

1 Healthcare 18.77%
2 Technology 16.51%
3 Consumer Staples 9.99%
4 Consumer Discretionary 9.22%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,375
102
-1,880
103
-5,475
104
-7,915
105
-4,599
106
-365,940