QIM
Quest Investment Management Portfolio holdings
AUM
$910M
This Quarter Return
+5.15%
1 Year Return
+20.44%
3 Year Return
+92.96%
5 Year Return
+135.08%
10 Year Return
+362.02%
AUM
$841M
AUM Growth
+$841M
(-12%)
Cap. Flow
-$158M
Cap. Flow
% of AUM
-18.78%
Top 10 Holdings %
Top 10 Hldgs %
22.3%
Holding
217
New
5
Increased
30
Reduced
63
Closed
94
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$8.39M |
| 2 |
Williams Companies
WMB
|
$6.88M |
| 3 |
Yum! Brands
YUM
|
$6.5M |
| 4 |
Simon Property Group
SPG
|
$6.07M |
| 5 |
Union Pacific
UNP
|
$5.6M |
Top Sells
| 1 |
Ecolab
ECL
|
$12.7M |
| 2 |
Apple
AAPL
|
$11.8M |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$8.46M |
| 4 |
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% |
