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
$889M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$17.8M
3 +$17.7M
4
HCA icon
HCA Healthcare
HCA
+$17.7M
5
ABT icon
Abbott
ABT
+$17.6M

Top Sells

1 +$29.3M
2 +$19.6M
3 +$18M
4
UNH icon
UnitedHealth
UNH
+$18M
5
SBUX icon
Starbucks
SBUX
+$14.3M

Sector Composition

1 Technology 25.52%
2 Healthcare 12.23%
3 Consumer Discretionary 10.58%
4 Industrials 8.93%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,885
102
-134,893
103
-12,158
104
-123,627
105
-64,905
106
-72,122