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
$714M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.2M
3
+$14.5M
4
PG icon
Procter & Gamble
PG
+$11.3M
5
COST icon
Costco
COST
+$10.8M

Top Sells

1
+$16.6M
2
+$16.1M
3
+$15.6M
4
JPM icon
JPMorgan Chase
JPM
+$14M
5
UNP icon
Union Pacific
UNP
+$12.7M

Sector Composition

1 Technology 24.71%
2 Consumer Discretionary 10.64%
3 Healthcare 9.76%
4 Communication Services 9.55%
5 Financials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-254,954
102
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-47,595
103
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-100,084
104
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-22,491
105
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-4,600
106
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-5,750
107
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-42,663
108
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-666
109
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-5,157
110
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-6,459
111
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-10,381
112
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-103,030
1 2 3 4
5