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
$952M
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$10.5M
3
+$8.33M
4
ANSS
Ansys
ANSS
+$7.89M
5
TSCO icon
Tractor Supply
TSCO
+$7.49M

Top Sells

1
+$12M
2
+$8.36M
3
+$8.28M
4
MCD icon
McDonald's
MCD
+$8.28M
5
BA icon
Boeing
BA
+$8.12M

Sector Composition

1 Technology 18.22%
2 Healthcare 14.6%
3 Consumer Discretionary 12.36%
4 Communication Services 9.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.03%
+17,940
177
$290K 0.03%
4,790
-1,540
178
$288K 0.03%
14,179
+18
179
$285K 0.03%
2,258
-2
180
$282K 0.03%
5,235
-1,950
181
$281K 0.03%
2,774
182
$280K 0.03%
3,580
183
$279K 0.03%
5,390
-696
184
$277K 0.03%
+2,508
185
$276K 0.03%
+7,260
186
$275K 0.03%
+7,365
187
$275K 0.03%
+2,225
188
$275K 0.03%
6,570
-2,400
189
$269K 0.03%
+5,655
190
$264K 0.03%
6,885
-167,436
191
$258K 0.03%
13,472
-9,765
192
$252K 0.03%
5,902
+7
193
$251K 0.03%
2,680
194
$251K 0.03%
9,510
+1,205
195
$246K 0.03%
2,235
-190
196
$242K 0.03%
5,304
-587
197
$241K 0.03%
4,600
-200
198
$239K 0.03%
2,633
-217
199
$233K 0.02%
10,205
+1,445
200
$232K 0.02%
1,482
-608
6 7
8
9 10