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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.15M
3
+$5.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.23M
5
ORCL icon
Oracle
ORCL
+$2.8M

Top Sells

1
+$7.04M
2
+$6.9M
3
+$5.77M
4
CRM icon
Salesforce
CRM
+$5.42M
5
ASML icon
ASML
ASML
+$4.75M

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 7.07%
3 Communication Services 6.69%
4 Financials 5.37%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$451K 0.05%
4,421
+7
102
$440K 0.05%
18,586
-10,956
103
$419K 0.04%
2,507
+125
104
$418K 0.04%
34,255
-65,145
105
$396K 0.04%
2,117
-2,040
106
$396K 0.04%
21,314
107
$391K 0.04%
1,387
108
$380K 0.04%
4,760
109
$350K 0.04%
3,551
-3,601
110
$344K 0.04%
22,540
-3,425
111
$331K 0.03%
2,674
+11
112
$313K 0.03%
5,815
+26
113
$311K 0.03%
+3,104
114
$305K 0.03%
1,325
-250
115
$296K 0.03%
2,582
+22
116
$289K 0.03%
+4,303
117
$286K 0.03%
782
+57
118
$276K 0.03%
2,453
+1
119
$274K 0.03%
20,809
-451
120
$262K 0.03%
14,798
+100
121
$259K 0.03%
222
122
$253K 0.03%
12,994
+1
123
$253K 0.03%
3,615
+2
124
$249K 0.03%
5,157
125
$246K 0.03%
9,380
2 3 4
5
6