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

Top Buys

1 +$15.6M
2 +$13.6M
3 +$9.7M
4
RTX icon
RTX Corp
RTX
+$8.55M
5
NWL icon
Newell Brands
NWL
+$6.49M

Top Sells

1 +$14.7M
2 +$12.1M
3 +$7.7M
4
EMN icon
Eastman Chemical
EMN
+$7.26M
5
GILD icon
Gilead Sciences
GILD
+$7.25M

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