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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
$953M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.15M
3
+$5.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.23M
5
ORCL icon
Oracle
ORCL
+$2.8M

Top Sells

1
+$7.04M
2
+$6.9M
3
+$5.77M
4
CRM icon
Salesforce
CRM
+$5.42M
5
ASML icon
ASML
ASML
+$4.75M

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 7.07%
3 Communication Services 6.69%
4 Financials 5.37%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.3M 7.17%
366,087
+9,644
2
$53.2M 5.58%
102,724
-1,199
3
$40.3M 4.23%
158,386
+31,661
4
$31.1M 3.27%
150,813
5
$27M 2.83%
81,701
-3,886
6
$26.7M 2.8%
121,568
-11,507
7
$26.4M 2.77%
252,958
-16,679
8
$24.8M 2.61%
133,149
-1,956
9
$24.3M 2.55%
99,732
-33,491
10
$23.2M 2.43%
318,622
+425
11
$22.5M 2.36%
30,579
-468
12
$22.5M 2.36%
240,460
-75,878
13
$15.9M 1.67%
47,774
-2,785
14
$15.7M 1.65%
52,660
15
$15.5M 1.63%
74,298
16
$15.2M 1.59%
79,919
-1,238
17
$13.1M 1.37%
38,262
-4,884
18
$12.7M 1.33%
245,560
-4,282
19
$12.6M 1.33%
105,380
-5,980
20
$11.8M 1.23%
20,660
-1,865
21
$11.6M 1.22%
26,156
+1,923
22
$11.6M 1.22%
36,830
-4,167
23
$11.5M 1.21%
15,066
-3,187
24
$11.5M 1.2%
56,297
-12,391
25
$11.2M 1.18%
77,023
-44,831
1
2 3 4 5