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
$1.17B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.9M
3
+$16.3M
4
EOG icon
EOG Resources
EOG
+$16.2M
5
HSY icon
Hershey
HSY
+$15.2M

Top Sells

1
+$29.4M
2
+$27.3M
3
+$24.6M
4
ABT icon
Abbott
ABT
+$23M
5
SLB icon
SLB Ltd
SLB
+$18.4M

Sector Composition

1 Technology 19.82%
2 Healthcare 12.75%
3 Consumer Discretionary 11.24%
4 Industrials 10.79%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$292K 0.03%
+4,390
177
$291K 0.02%
+12,535
178
$289K 0.02%
+4,865
179
$285K 0.02%
3,720
-470
180
$283K 0.02%
4,531
-910
181
$282K 0.02%
4,770
-610
182
$281K 0.02%
+8,390
183
$278K 0.02%
3,520
+125
184
$262K 0.02%
6,255
-800
185
$259K 0.02%
2,425
186
$258K 0.02%
2,774
187
$255K 0.02%
6,875
+210
188
$251K 0.02%
6,158
189
$250K 0.02%
8,724
-3,150
190
$247K 0.02%
14,133
+8
191
$242K 0.02%
4,385
-615
192
$238K 0.02%
33
-17
193
$236K 0.02%
7,970
-1,010
194
$232K 0.02%
4,180
-1,175
195
$230K 0.02%
5,140
-550,158
196
$229K 0.02%
3,249
-145
197
$226K 0.02%
5,180
-1,220
198
$225K 0.02%
5,678
-1,921
199
$225K 0.02%
1,875
-114,271
200
$223K 0.02%
+2,237
6 7
8
9 10