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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
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
+$15.8M
2
+$15.5M
3
+$13.9M
4
AME icon
Ametek
AME
+$12.2M
5
VZ icon
Verizon
VZ
+$11.5M

Top Sells

1
+$15.6M
2
+$14.9M
3
+$13.6M
4
SLB icon
SLB Ltd
SLB
+$13.3M
5
DE icon
Deere & Co
DE
+$7.4M

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
– –
-96,422
102
– –
-48,800
103
– –
-34,796
104
– –
-79,710
105
– –
-216,809
106
– –
-96,329
107
– –
-51,834
108
– –
-350,552
109
– –
-70,097
1 2 3 4
5