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
$781M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$10.7M
3 +$8.07M
4
ADBE icon
Adobe
ADBE
+$7.57M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.86M

Top Sells

1 +$14.1M
2 +$13.6M
3 +$13.5M
4
COST icon
Costco
COST
+$13M
5
GIS icon
General Mills
GIS
+$3.85M

Sector Composition

1 Technology 21.19%
2 Healthcare 12.07%
3 Industrials 10.28%
4 Financials 9.92%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$241K 0.03%
3,749
102
$205K 0.03%
15,900
103
-7,244
104
-92,794
105
-69,560
106
-238,466