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
$738M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$5.79M
3 +$5.08M
4
MCD icon
McDonald's
MCD
+$5.07M
5
META icon
Meta Platforms (Facebook)
META
+$3.48M

Top Sells

1 +$12.9M
2 +$12M
3 +$10.6M
4
WDAY icon
Workday
WDAY
+$6.86M
5
TWX
Time Warner Inc
TWX
+$6.58M

Sector Composition

1 Technology 16.68%
2 Healthcare 14.48%
3 Consumer Discretionary 11.68%
4 Communication Services 9.85%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-77,005
127
-7,480