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
201
$247K 0.02%
2,177
+144
202
$243K 0.02%
+1,100
203
$239K 0.02%
2,850
204
$236K 0.02%
+3,990
205
$236K 0.02%
10,320
-2,280
206
$235K 0.02%
2,774
207
$231K 0.02%
+770
208
$230K 0.02%
+3,290
209
$228K 0.02%
5,887
-238,889
210
$228K 0.02%
12,030
-465
211
$225K 0.02%
8,910
-345
212
$223K 0.02%
+7,445
213
$222K 0.02%
2,375
-90
214
$221K 0.02%
4,800
215
$221K 0.02%
5,157
216
$219K 0.02%
2,680
217
$217K 0.02%
5,200
-6,870
218
$210K 0.02%
2,994
-89
219
$207K 0.02%
+2,545
220
$195K 0.02%
+11,175
221
$141K 0.01%
10,000
222
– –
-6,875
223
– –
-11,035
224
– –
-4,010
225
– –
-14,510
6 7 8
9
10