QIM

Quest Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
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
+$12.8M
2
+$6.61M
3
+$3.61M
4
UNH icon
UnitedHealth
UNH
+$3.57M
5
JKHY icon
Jack Henry & Associates
JKHY
+$3.26M

Top Sells

1
+$13.3M
2
+$11M
3
+$7.36M
4
INTU icon
Intuit
INTU
+$1.74M
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
1 2 3 4
5