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
176
$323K 0.03%
9,045
+2,530
177
$320K 0.03%
1,760
+798
178
$315K 0.03%
10,737
+1,388
179
$309K 0.03%
3,775
-109,174
180
$309K 0.03%
3,520
181
$307K 0.03%
5,730
+1,020
182
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8,045
-310
183
$306K 0.03%
3,795
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184
$304K 0.03%
16,735
-6,515
185
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13,760
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186
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2,425
187
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3,765
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188
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8,440
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189
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3,585
-130
190
$294K 0.03%
11,095
-4,055
191
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192
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6,005
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193
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14,153
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194
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195
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196
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7,670
-295
197
$253K 0.02%
16
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198
$248K 0.02%
2,800
-110
199
$248K 0.02%
4,015
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200
$248K 0.02%
1,890
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