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

Top Buys

1 +$18.1M
2 +$16.4M
3 +$15.1M
4
SHOP icon
Shopify
SHOP
+$12.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.4M

Top Sells

1 +$17.9M
2 +$16.3M
3 +$16.1M
4
ECL icon
Ecolab
ECL
+$15.1M
5
HD icon
Home Depot
HD
+$14.5M

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
-13,815
102
-140,496
103
-30,651
104
-22,056
105
-12,034
106
-9,965
107
-19,929
108
-235,830
109
-31,599
110
-20,785
111
-175,729