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
$1.11B
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$11.7M
3 +$11.4M
4
APTV icon
Aptiv
APTV
+$11.1M
5
ZTS icon
Zoetis
ZTS
+$10.9M

Top Sells

1 +$16.7M
2 +$14.6M
3 +$13.4M
4
BAH icon
Booz Allen Hamilton
BAH
+$12.2M
5
HCA icon
HCA Healthcare
HCA
+$10.6M

Sector Composition

1 Technology 30.29%
2 Consumer Discretionary 13.14%
3 Healthcare 11.39%
4 Financials 6.93%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$249K 0.02%
666
102
$240K 0.02%
+5,157
103
$221K 0.02%
15,315
104
-85,305
105
-30,000
106
-11,924
107
-88,603