QIM
Quest Investment Management Portfolio holdings
AUM
$910M
This Quarter Return
+14.65%
1 Year Return
+20.44%
3 Year Return
+92.96%
5 Year Return
+135.08%
10 Year Return
+362.02%
AUM
$910M
AUM Growth
+$910M
(+13%)
Cap. Flow
-$6.61M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
43.91%
Holding
133
New
53
Increased
31
Reduced
32
Closed
4
Top Buys
| 1 |
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
|
$9.76M |
| 2 |
O'Reilly Automotive
ORLY
|
$5.68M |
| 3 |
TransDigm Group
TDG
|
$5.26M |
| 4 |
Danaher
DHR
|
$3.69M |
| 5 |
Mastercard
MA
|
$3.49M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.38M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$8.71M |
| 3 |
Apple
AAPL
|
$8.1M |
| 4 |
Amazon
AMZN
|
$7.25M |
| 5 |
Salesforce
CRM
|
$5.79M |
Sector Composition
| 1 | Technology | 26.73% |
| 2 | Communication Services | 7.1% |
| 3 | Financials | 6.22% |
| 4 | Consumer Discretionary | 5.81% |
| 5 | Industrials | 4.93% |
