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
$783M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$14.5M
3 +$14.2M
4
AME icon
Ametek
AME
+$12.5M
5
VZ icon
Verizon
VZ
+$12.3M

Top Sells

1 +$15.6M
2 +$14.9M
3 +$13.6M
4
SLB icon
SLB Ltd
SLB
+$13.6M
5
DE icon
Deere & Co
DE
+$8.1M

Sector Composition

1 Technology 16.48%
2 Healthcare 13.5%
3 Communication Services 13.11%
4 Industrials 12.31%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-117,621
102
-70,097
103
-96,422
104
-48,800
105
-34,796
106
-79,710
107
-216,809
108
-96,329
109
-51,834