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
$752M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$14M
3 +$13.3M
4
ADI icon
Analog Devices
ADI
+$13M
5
BUD icon
AB InBev
BUD
+$12M

Top Sells

1 +$15.4M
2 +$13.8M
3 +$13.5M
4
PG icon
Procter & Gamble
PG
+$13.3M
5
BLK icon
Blackrock
BLK
+$11.4M

Sector Composition

1 Technology 18.18%
2 Consumer Discretionary 11.95%
3 Healthcare 10.62%
4 Financials 10.4%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.03%
15,900
102
$204K 0.03%
753
-2
103
-41,365
104
-53,911
105
-191,151
106
-101,112
107
-55,403
108
-148,484
109
-348,382
110
-7,703