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
$1.17B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.9M
3
+$16.3M
4
EOG icon
EOG Resources
EOG
+$16.2M
5
HSY icon
Hershey
HSY
+$15.2M

Top Sells

1
+$29.4M
2
+$27.3M
3
+$24.6M
4
ABT icon
Abbott
ABT
+$23M
5
SLB icon
SLB Ltd
SLB
+$18.4M

Sector Composition

1 Technology 19.82%
2 Healthcare 12.75%
3 Consumer Discretionary 11.24%
4 Industrials 10.79%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$522K 0.04%
31,045
-3,960
127
$519K 0.04%
5,645
-715
128
$509K 0.04%
+14,515
129
$495K 0.04%
9,305
+2,265
130
$494K 0.04%
23,250
+12,185
131
$489K 0.04%
5,260
-3,360
132
$487K 0.04%
7,400
-945
133
$485K 0.04%
+21,851
134
$484K 0.04%
15,003
+2,265
135
$481K 0.04%
3,910
-495
136
$471K 0.04%
10,410
-1,320
137
$464K 0.04%
65,780
-8,400
138
$438K 0.04%
8,235
-3,680
139
$436K 0.04%
10,700
-1,600
140
$421K 0.04%
7,500
-955
141
$416K 0.04%
15,660
-1,990
142
$412K 0.04%
+24,300
143
$408K 0.04%
+9,710
144
$406K 0.03%
+17,145
145
$403K 0.03%
6,570
+975
146
$402K 0.03%
10,710
-1,365
147
$401K 0.03%
17,700
-605
148
$401K 0.03%
+1,207
149
$398K 0.03%
+16,616
150
$397K 0.03%
25,890
+3,915
4 5
6
7 8