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
$645M
AUM Growth
-$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.7M
3
+$10.7M
4
MMM icon
3M
MMM
+$8.59M
5
NKE icon
Nike
NKE
+$7.88M

Top Sells

1
+$14.3M
2
+$12.4M
3
+$9.04M
4
ADI icon
Analog Devices
ADI
+$5.28M
5
VRSK icon
Verisk Analytics
VRSK
+$3.36M

Sector Composition

1 Technology 21.56%
2 Industrials 12.54%
3 Consumer Discretionary 11.61%
4 Healthcare 11.01%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-30,956
102
– –
-61,958
103
– –
-27,458
104
– –
-273,866
105
– –
-26,613
106
– –
-8,543
107
– –
-7,485
108
– –
-17,629
109
– –
-72,946
110
– –
-2,960
1 2 3 4
5