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
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$9.26M
2 +$4.75M
3 +$4.57M
4
TSLA icon
Tesla
TSLA
+$4.38M
5
PANW icon
Palo Alto Networks
PANW
+$4.21M

Top Sells

1 +$14.4M
2 +$11.2M
3 +$9.56M
4
TEAM icon
Atlassian
TEAM
+$6.57M
5
BAH icon
Booz Allen Hamilton
BAH
+$4.95M

Sector Composition

1 Technology 31.93%
2 Healthcare 10.57%
3 Communication Services 10.4%
4 Consumer Discretionary 9.74%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,250
102
-93,390