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

Top Buys

1 +$9.76M
2 +$5.26M
3 +$4.61M
4
DHR icon
Danaher
DHR
+$3.69M
5
MA icon
Mastercard
MA
+$3.49M

Top Sells

1 +$9.38M
2 +$8.71M
3 +$8.1M
4
AMZN icon
Amazon
AMZN
+$7.25M
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SO icon
126
Southern Company
SO
$105B
$204K 0.02%
+2,220
LNG icon
127
Cheniere Energy
LNG
$48.3B
$201K 0.02%
+825
ACN icon
128
Accenture
ACN
$156B
-4,907
CMG icon
129
Chipotle Mexican Grill
CMG
$55.2B
-14,509
NKE icon
130
Nike
NKE
$101B
-4,010
WST icon
131
West Pharmaceutical
WST
$20.5B
-15,709