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
$761M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$11.6M
4
RTX icon
RTX Corp
RTX
+$8.87M
5
NWL icon
Newell Brands
NWL
+$6.37M

Top Sells

1
+$14.7M
2
+$12.8M
3
+$7.93M
4
GILD icon
Gilead Sciences
GILD
+$7.44M
5
EMN icon
Eastman Chemical
EMN
+$7.2M

Sector Composition

1 Technology 16.95%
2 Healthcare 15.53%
3 Consumer Staples 12.21%
4 Communication Services 9.76%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-123,366
102
– –
-104,916
103
– –
-140,699
1 2 3 4
5