Quest Investment Management LLC

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Assets, Funds, Holdings

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CAFR Data
Quest Investment Management LLC
CRD #110640
SEC #801-23659
CIK #
AUM $1.4 BB (100% Disc, 100% US, 2020-03-06)
Employees10 (90% Investors, 0% Brokers)
Phone503-221-0158
Address5335 Meadows Rd
Lake Oswego, OR 97035
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IVE 20.6
AAPL 843,560.0 18.0
MSFT 865,660.0 18.0
GOOG 817,370.0 17.8
AMZN 820,610.0 15.9
FB 491,090.0 14.8
WM 42,310.0 13.9
ACN 104,720.0 13.7
V 341,210.0 13.6
ORCL 188,990.0 13.5
View All
Holdings by Sector ($)
1.00.80.60.40.20.02012201420162019
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