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
151
$412K 0.04%
17,193
-653
152
$411K 0.04%
5,625
-1,005
153
$408K 0.04%
9,260
-2,360
154
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13,280
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155
$404K 0.04%
16,505
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156
$399K 0.04%
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157
$397K 0.04%
6,685
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158
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3,310
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159
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+1,500
160
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161
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162
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163
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164
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165
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166
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167
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170
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171
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172
$332K 0.03%
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173
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12,810
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174
$330K 0.03%
6,086
175
$324K 0.03%
6,805
+1,215
5 6
7
8 9