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

Top Buys

1
+$6.52M
2
+$6.48M
3
+$5.65M
4
CTSH icon
Cognizant
CTSH
+$5.59M
5
ANSS
Ansys
ANSS
+$5.46M

Top Sells

1
+$14.1M
2
+$6.21M
3
+$3.22M
4
BA icon
Boeing
BA
+$2.93M
5
UNH icon
UnitedHealth
UNH
+$2.8M

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
– –
-23,050
102
– –
-4,375
103
– –
-1,880
104
– –
-5,475
105
– –
-7,915
106
– –
-4,599
1 2 3 4
5