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QIM

Quest Investment Management Portfolio holdings

AUM $857M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$7.83M
3
+$6.47M
4
SPG icon
Simon Property Group
SPG
+$5.92M
5
SLB icon
SLB Ltd
SLB
+$5.56M

Top Sells

1
+$12.7M
2
+$11.6M
3
+$8.11M
4
TSCO icon
Tractor Supply
TSCO
+$7.49M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$7.43M

Sector Composition

1 Technology 17.58%
2 Healthcare 14.67%
3 Consumer Discretionary 11.5%
4 Communication Services 10.47%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-5,655
203
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204
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-9,315
205
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-19
206
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-23,815
207
– –
-13,480
208
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-9,690
209
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-4,790
210
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211
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-18,760
212
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213
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214
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-1,608
215
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-8,008
216
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-11,155
5 6 7 8
9