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
1
$17.1M 1.61%
894,068
-34,356
2
$17.1M 1.6%
417,325
-70,634
3
$17.1M 1.6%
362,283
-42,615
4
$17M 1.59%
297,557
-29,608
5
$16.8M 1.58%
256,181
+20,540
6
$16.7M 1.57%
134,426
+3,487
7
$16.5M 1.55%
189,860
8
$16.3M 1.53%
217,601
-20,628
9
$16.1M 1.51%
201,620
-18,329
10
$16M 1.5%
577,517
-75,361
11
$16M 1.5%
86,655
+20,611
12
$15.9M 1.49%
142,074
+8,776
13
$15.7M 1.47%
159,904
-11,082
14
$15.7M 1.47%
195,884
-16,402
15
$15.7M 1.47%
150,122
-20,149
16
$15.5M 1.45%
422,680
+15,004
17
$15.3M 1.44%
414,194
+8,682
18
$15.3M 1.43%
657,724
-38,240
19
$15.2M 1.43%
444,276
+9,987
20
$15.2M 1.43%
171,161
-32,122
21
$15.2M 1.42%
123,032
-13,633
22
$15.1M 1.42%
139,728
-12,349
23
$14.9M 1.39%
386,106
-27,266
24
$14.8M 1.39%
208,707
-4,682
25
$14.7M 1.38%
46,616
-1,279
1
2 3 4 5