QIM
Quest Investment Management Portfolio holdings
AUM
$910M
1-Year Return
20.44%
This Quarter Return
+1.98%
1 Year Return
+20.44%
3 Year Return
+92.96%
5 Year Return
+135.08%
10 Year Return
+362.02%
AUM
$952M
AUM Growth
-$65.2M
(-6.4%)
Cap. Flow
-$85.5M
Cap. Flow
% of AUM
-8.98%
Top 10 Holdings %
Top 10 Hldgs %
20.05%
Holding
244
New
28
Increased
47
Reduced
85
Closed
32
Top Buys
| 1 |
Apple
AAPL
|
$21M |
| 2 |
Cognizant
CTSH
|
$10.5M |
| 3 |
Constellation Brands
STZ
|
$8.33M |
| 4 |
ANSS
Ansys
ANSS
|
$7.89M |
| 5 |
Tractor Supply
TSCO
|
$7.49M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$12M |
| 2 |
LyondellBasell Industries
LYB
|
$8.36M |
| 3 |
Las Vegas Sands
LVS
|
$8.28M |
| 4 |
McDonald's
MCD
|
$8.28M |
| 5 |
Boeing
BA
|
$8.12M |
Sector Composition
| 1 | Technology | 18.22% |
| 2 | Healthcare | 14.6% |
| 3 | Consumer Discretionary | 12.36% |
| 4 | Communication Services | 9.38% |
| 5 | Industrials | 8.95% |
