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
$1.02B
AUM Growth
-$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.85M
3
+$7.38M
4
BFH icon
Bread Financial
BFH
+$7.33M
5
EMN icon
Eastman Chemical
EMN
+$7.19M

Top Sells

1
+$16.7M
2
+$10.1M
3
+$8.21M
4
SPG icon
Simon Property Group
SPG
+$7.85M
5
GE icon
GE Aerospace
GE
+$7.18M

Sector Composition

1 Technology 15.65%
2 Healthcare 14.06%
3 Consumer Discretionary 13.63%
4 Industrials 10.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$505K 0.05%
11,390
-3,270
127
$502K 0.05%
7,386
+5
128
$501K 0.05%
8,970
+3,770
129
$498K 0.05%
7,185
-1,640
130
$494K 0.05%
23,237
-2,014
131
$491K 0.05%
5,350
+2,060
132
$476K 0.05%
22,172
+7,205
133
$472K 0.05%
8,340
-725
134
$459K 0.05%
1,069
-93
135
$453K 0.04%
15,235
+1,242
136
$450K 0.04%
10,615
+1,180
137
$449K 0.04%
2,293
+25
138
$448K 0.04%
15,220
-13,455
139
$438K 0.04%
6,270
+395
140
$436K 0.04%
7,725
+1,145
141
$432K 0.04%
3,125
-2,310
142
$431K 0.04%
9,280
-810
143
$430K 0.04%
10,878
-3,563
144
$425K 0.04%
5,948
+600
145
$422K 0.04%
9,220
-800
146
$414K 0.04%
4,910
+1,135
147
$410K 0.04%
8,380
-2,750
148
$408K 0.04%
7,065
+1,335
149
$407K 0.04%
6,330
-545
150
$404K 0.04%
25,550
-2,200
4 5
6
7 8