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
$1.16B
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.93M
3
+$3.82M
4
DEO icon
Diageo
DEO
+$1.41M
5
PM icon
Philip Morris
PM
+$784K

Top Sells

1
+$16.9M
2
+$11.5M
3
+$3.9M
4
AMZN icon
Amazon
AMZN
+$3.58M
5
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$3.42M

Sector Composition

1 Technology 18.79%
2 Healthcare 12.92%
3 Consumer Discretionary 10.88%
4 Consumer Staples 10.32%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$251K 0.02%
3,085
+225
202
$249K 0.02%
+2,850
203
$243K 0.02%
1,865
-10
204
$241K 0.02%
3,785
-195
205
$238K 0.02%
2,033
-204
206
$237K 0.02%
+4,800
207
$236K 0.02%
845
-45
208
$236K 0.02%
+2,955
209
$235K 0.02%
+5,250
210
$233K 0.02%
12,600
+600
211
$230K 0.02%
+6,505
212
$229K 0.02%
+2,465
213
$225K 0.02%
+8,039
214
$225K 0.02%
2,910
215
$223K 0.02%
+6,515
216
$221K 0.02%
3,083
-166
217
$221K 0.02%
12,495
-13,395
218
$220K 0.02%
2,774
219
$215K 0.02%
+2,830
220
$214K 0.02%
+2,680
221
$213K 0.02%
+4,010
222
$212K 0.02%
+4,675
223
$208K 0.02%
+3,600
224
$208K 0.02%
+5,157
225
$208K 0.02%
+9,370
6 7 8
9
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