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
$727M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$13.7M
3 +$13.6M
4
CB icon
Chubb
CB
+$10.5M
5
WM icon
Waste Management
WM
+$7.19M

Top Sells

1 +$17.7M
2 +$16.5M
3 +$16.3M
4
RTX icon
RTX Corp
RTX
+$10.8M
5
SBUX icon
Starbucks
SBUX
+$10.4M

Sector Composition

1 Technology 15.54%
2 Communication Services 12.45%
3 Consumer Discretionary 11.15%
4 Healthcare 10.73%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.03%
755
-86
102
-92,506
103
-6,282
104
-70,984
105
-8,962
106
-84,154
107
-64,910