QIM
Quest Investment Management Portfolio holdings
AUM
$910M
1-Year Return
20.44%
This Quarter Return
+3.41%
1 Year Return
+20.44%
3 Year Return
+92.96%
5 Year Return
+135.08%
10 Year Return
+362.02%
AUM
$1.02B
AUM Growth
-$48.3M
(-4.5%)
Cap. Flow
-$85.4M
Cap. Flow
% of AUM
-8.39%
Top 10 Holdings %
Top 10 Hldgs %
17.81%
Holding
242
New
20
Increased
52
Reduced
120
Closed
26
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
$8.03M |
| 2 |
Chipotle Mexican Grill
CMG
|
$7.85M |
| 3 |
Meta Platforms (Facebook)
META
|
$7.38M |
| 4 |
Bread Financial
BFH
|
$7.34M |
| 5 |
Eastman Chemical
EMN
|
$7.19M |
Top Sells
| 1 |
Diageo
DEO
|
$16.7M |
| 2 |
Schlumberger
SLB
|
$10.1M |
| 3 |
UnitedHealth
UNH
|
$8.21M |
| 4 |
Simon Property Group
SPG
|
$7.85M |
| 5 |
GE Aerospace
GE
|
$7.18M |
Sector Composition
| 1 | Technology | 15.65% |
| 2 | Healthcare | 14.06% |
| 3 | Consumer Discretionary | 13.63% |
| 4 | Industrials | 10.66% |
| 5 | Communication Services | 9.36% |
