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

Top Buys

1 +$16.1M
2 +$12.6M
3 +$6.32M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$6.25M
5
YUM icon
Yum! Brands
YUM
+$6.08M

Top Sells

1 +$8.26M
2 +$7.64M
3 +$6.81M
4
AAPL icon
Apple
AAPL
+$3.66M
5
BLK icon
Blackrock
BLK
+$3.55M

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