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
$806M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$14.3M
3 +$13.5M
4
JKHY icon
Jack Henry & Associates
JKHY
+$13.5M
5
APH icon
Amphenol
APH
+$8.11M

Top Sells

1 +$17.5M
2 +$14.1M
3 +$13M
4
UNH icon
UnitedHealth
UNH
+$5.6M
5
IDXX icon
Idexx Laboratories
IDXX
+$3.28M

Sector Composition

1 Technology 23.2%
2 Healthcare 11.41%
3 Consumer Discretionary 11.13%
4 Communication Services 9.85%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,600
102
-8,568
103
-12,352