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
$910M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$4.86M
3
+$4.67M
4
DHR icon
Danaher
DHR
+$3.62M
5
MA icon
Mastercard
MA
+$3.44M

Top Sells

1
+$8.91M
2
+$8.11M
3
+$7.97M
4
AMZN icon
Amazon
AMZN
+$6.54M
5
CRM icon
Salesforce
CRM
+$5.68M

Sector Composition

1 Technology 26.73%
2 Communication Services 7.1%
3 Financials 6.22%
4 Consumer Discretionary 5.81%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$558K 0.06%
1,011
-44
102
$553K 0.06%
895
+229
103
$454K 0.05%
731
-25
104
$453K 0.05%
+4,414
105
$387K 0.04%
1,387
+615
106
$385K 0.04%
+25,965
107
$374K 0.04%
+21,314
108
$369K 0.04%
4,760
+1,387
109
$324K 0.04%
+5,789
110
$317K 0.03%
+2,560
111
$314K 0.03%
+2,663
112
$294K 0.03%
+2,382
113
$260K 0.03%
+12,993
114
$258K 0.03%
+14,698
115
$254K 0.03%
+2,452
116
$246K 0.03%
725
-150
117
$243K 0.03%
+9,380
118
$237K 0.03%
+1,575
119
$233K 0.03%
5,157
120
$233K 0.03%
+222
121
$231K 0.03%
+5,340
122
$230K 0.03%
+12,017
123
$228K 0.03%
+3,613
124
$224K 0.02%
+21,260
125
$214K 0.02%
+10,060
2 3 4
5
6