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
$1.09B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.8M
3
+$18M
4
SHOP icon
Shopify
SHOP
+$13.2M
5
TSLA icon
Tesla
TSLA
+$12.3M

Top Sells

1
+$17.9M
2
+$16.3M
3
+$16.1M
4
ECL icon
Ecolab
ECL
+$15.1M
5
APTV icon
Aptiv
APTV
+$13.1M

Sector Composition

1 Technology 33.36%
2 Healthcare 10.44%
3 Consumer Discretionary 9.97%
4 Communication Services 9.38%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-13,815
102
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103
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-30,651
104
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105
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-12,034
106
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-9,965
107
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-19,929
108
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-235,830
109
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-31,599
110
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-20,785
111
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-175,729
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