QI

QV Investors Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.25%
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$14.4M
3 +$12.6M
4
WFC icon
Wells Fargo
WFC
+$11.9M
5
CVX icon
Chevron
CVX
+$5.48M

Top Sells

1 +$25.4M
2 +$7.41M
3 +$5.06M
4
SYK icon
Stryker
SYK
+$3.98M
5
SCSC icon
Scansource
SCSC
+$1.79M

Sector Composition

1 Financials 36.95%
2 Industrials 12.23%
3 Technology 12.06%
4 Energy 10.88%
5 Consumer Staples 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.29M 1.03%
168,483
27
$6.24M 0.69%
412,659
28
$5.06M 0.56%
253,447
-58,000
29
$4.49M 0.5%
48,060
30
$2.15M 0.24%
31,690