QI

QV Investors Portfolio holdings

AUM $1.22B
1-Year Est. Return 23.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$43.9M
2 +$41.8M
3 +$41.5M
4
MSFT icon
Microsoft
MSFT
+$41M
5
CVX icon
Chevron
CVX
+$40.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.24%
2 Energy 18.52%
3 Technology 15.97%
4 Industrials 13.88%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.5M 0.21%
+60,800