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
$800M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$12.8M
3 +$6.41M
4
YUM icon
Yum! Brands
YUM
+$6.04M
5
UNH icon
UnitedHealth
UNH
+$5.69M

Top Sells

1 +$8.59M
2 +$8.37M
3 +$6.56M
4
AAPL icon
Apple
AAPL
+$3.92M
5
TXN icon
Texas Instruments
TXN
+$3.68M

Sector Composition

1 Technology 24.16%
2 Healthcare 11.71%
3 Consumer Discretionary 10.76%
4 Communication Services 8.88%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,940
102
-17,474