QIM
Quest Investment Management Portfolio holdings
AUM
$953M
1-Year Est. Return
24.11%
1 Year Est. Return
+24.11%
AUM
$910M
AUM Growth
+$103M
(+13%)
Holding
133
Top Buys
| 1 | +$9.76M | |
| 2 | +$5.26M | |
| 3 | +$4.61M | |
| 4 |
Danaher
DHR
|
+$3.69M |
| 5 |
Mastercard
MA
|
+$3.49M |
Top Sells
| 1 | +$9.38M | |
| 2 | +$8.71M | |
| 3 | +$8.1M | |
| 4 |
Amazon
AMZN
|
+$7.25M |
| 5 |
Salesforce
CRM
|
+$5.79M |
Sector Composition
| 1 | Technology | 26.73% |
| 2 | Communication Services | 7.1% |
| 3 | Financials | 6.22% |
| 4 | Consumer Discretionary | 5.81% |
| 5 | Industrials | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Southern Company
SO
$99.9B
| $204K | 0.02% |
+2,220
|
|
||
127
Cheniere Energy
LNG
$46.3B
| $201K | 0.02% |
+825
|
|
||
128
West Pharmaceutical
WST
$18.8B
| – | – |
-15,709
|
|
||
129
Nike
NKE
$94.9B
| – | – |
-4,010
|
|
||
130
Chipotle Mexican Grill
CMG
$41.7B
| – | – |
-14,509
|
|
||
131
Accenture
ACN
$152B
| – | – |
-4,907
|
|