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
$831M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$10.8M
3 +$7.35M
4
HY icon
Hyster-Yale Materials Handling
HY
+$6.01M
5
AXP icon
American Express
AXP
+$5.29M

Top Sells

1 +$19M
2 +$10.5M
3 +$3.71M
4
VAR
Varian Medical Systems, Inc.
VAR
+$881K

Sector Composition

1 Financials 35.75%
2 Energy 14.78%
3 Industrials 13.66%
4 Technology 9.15%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.35M 0.88%
+61,207
27
$6.99M 0.84%
163,690
28
$5.88M 0.71%
258,197
29
$4.66M 0.56%
420,466
+47
30
$4.1M 0.49%
37,658
+23
31
$2.89M 0.35%
24,440
+15
32
$1.96M 0.24%
29,358
+18