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
$1.07B
AUM Growth
-$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.78M
3
+$7.01M
4
LNKD
LinkedIn Corporation
LNKD
+$3.81M
5
AMZN icon
Amazon
AMZN
+$3.57M

Top Sells

1
+$9.25M
2
+$9.11M
3
+$8.98M
4
PM icon
Philip Morris
PM
+$8.94M
5
MDT icon
Medtronic
MDT
+$8.8M

Sector Composition

1 Technology 18.4%
2 Healthcare 13.34%
3 Consumer Discretionary 11.66%
4 Industrials 10.62%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$529K 0.05%
14,265
+1,565
127
$526K 0.05%
11,930
+865
128
$524K 0.05%
8,865
+1,010
129
$518K 0.05%
+27,750
130
$512K 0.05%
+19,250
131
$511K 0.05%
6,105
+905
132
$506K 0.05%
+7,895
133
$503K 0.05%
10,020
-385
134
$492K 0.05%
9,435
-365
135
$487K 0.05%
2,916
+558
136
$481K 0.05%
10,090
+1,285
137
$476K 0.04%
9,225
-355
138
$472K 0.04%
8,825
+3,575
139
$467K 0.04%
6,345
-245
140
$464K 0.04%
27,110
+3,075
141
$461K 0.04%
7,381
-143,797
142
$459K 0.04%
17,195
-1,135
143
$456K 0.04%
1,162
-44
144
$445K 0.04%
10,310
-395
145
$443K 0.04%
9,675
-375
146
$433K 0.04%
6,875
+2,105
147
$424K 0.04%
2,268
-3,650
148
$423K 0.04%
5,875
+1,485
149
$414K 0.04%
6,985
-270
150
$413K 0.04%
11,130
+3,880
4 5
6
7 8