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
$761M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$6.74M
3 +$3.71M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
JKHY icon
Jack Henry & Associates
JKHY
+$3.42M

Top Sells

1 +$13.3M
2 +$10.8M
3 +$7.29M
4
INTU icon
Intuit
INTU
+$1.97M
5
NVS icon
Novartis
NVS
+$1.59M

Sector Composition

1 Technology 22.83%
2 Industrials 11.74%
3 Consumer Discretionary 10.95%
4 Healthcare 10.83%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,433
102
-44,322
103
-10,484
104
-3,749
105
-20,673