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
$864M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$16.1M
3
+$7.75M
4
WDAY icon
Workday
WDAY
+$6.99M
5
UNP icon
Union Pacific
UNP
+$5.37M

Top Sells

1
+$15.1M
2
+$13.6M
3
+$11.3M
4
AAPL icon
Apple
AAPL
+$5.9M
5
UNH icon
UnitedHealth
UNH
+$3.9M

Sector Composition

1 Technology 24.5%
2 Healthcare 11.58%
3 Consumer Discretionary 10.35%
4 Communication Services 9%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.03%
4,600
102
$216K 0.03%
5,990
103
$215K 0.02%
15,315
104
$214K 0.02%
+666
105
$212K 0.02%
+715
106
– –
-1,374
107
– –
-42,967
108
– –
-47,920
109
– –
-21,300
110
– –
-26,346
111
– –
-2,610
1 2 3 4
5