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Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) Portfolio holdings

AUM $89.9B
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
+5.51%
1 Year Est. Return
+20.22%
3 Year Est. Return
+42.42%
5 Year Est. Return
+23.97%
10 Year Est. Return
AUM
$158M
AUM Growth
-$102M
Cap. Flow
-$105M
Cap. Flow %
-66.36%
Top 10 Hldgs %
25.19%
Holding
960
New
632
Increased
93
Reduced
92
Closed
136

Sector Composition

Rank Sector Weight
1 Real Estate 16.57%
2 Consumer Discretionary 16.54%
3 Financials 13.32%
4 Industrials 9.68%
5 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDC icon
726
Belden
BDC
$4B
$16K 0.01%
+267
New +$16.4K
GMED icon
727
Globus Medical
GMED
$10.4B
$16K 0.01%
+326
New +$17K
LNC icon
728
Lincoln National
LNC
$7.91B
$16K 0.01%
251
-1,528
-86% -$105K
TUP
729
DELISTED
Tupperware Brands Corporation
TUP
$16K 0.01%
+378
New +$16.6K
XLNX
730
DELISTED
Xilinx Inc
XLNX
$16K 0.01%
252
-289
-53% -$19.7K
ISCA
731
DELISTED
International Speedway Corp
ISCA
$16K 0.01%
+353
New +$14.9K
DO
732
DELISTED
Diamond Offshore Drilling
DO
$16K 0.01%
+770
New +$14.3K
SPN
733
DELISTED
Superior Energy Services, Inc.
SPN
$16K 0.01%
161
+146
+973% +$15K
CM icon
734
Canadian Imperial Bank of Commerce
CM
$107B
$15K 0.01%
334
GVA icon
735
Granite Construction
GVA
$5.45B
$15K 0.01%
+272
New +$15.4K
LNW
736
DELISTED
Light & Wonder
LNW
$15K 0.01%
+303
New +$16K
UCB
737
United Community Banks
UCB
$4.22B
$15K 0.01%
+500
New +$16.3K
SYNH
738
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$15K 0.01%
+310
New +$12.8K
SMTA
739
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
$15K 0.01%
+1,500
New +$14.9K
CVG
740
DELISTED
Convergys
CVG
$15K 0.01%
+626
New +$14.9K
ALEX
741
DELISTED
Alexander & Baldwin
ALEX
$14K 0.01%
+602
New +$13.4K
EPC icon
742
Edgewell Personal Care
EPC
$1.27B
$14K 0.01%
+284
New +$13K
KMPR icon
743
Kemper
KMPR
$1.7B
$14K 0.01%
+180
New +$12.7K
NWSA icon
744
News Corp Class A
NWSA
$14.5B
$14K 0.01%
+919
New +$14.5K
SGI
745
Somnigroup International
SGI
$15.1B
$14K 0.01%
+1,188
New +$14K
ENDP
746
DELISTED
Endo International plc
ENDP
$14K 0.01%
+1,500
New +$10.1K
LPNT
747
DELISTED
LifePoint Health, Inc.
LPNT
$14K 0.01%
+293
New +$15.2K
CHD icon
748
Church & Dwight Co
CHD
$23.1B
$13K 0.01%
+252
New +$12.2K
COF icon
749
Capital One
COF
$124B
$13K 0.01%
144
-2,327
-94% -$220K
KRG icon
750
Kite Realty
KRG
$5.95B
$13K 0.01%
+764
New +$11.9K

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Qube Research & Technologies (QRT)'s Q2 2018 Portfolio in Review

As of Q2 2018, Qube Research & Technologies (QRT) held 960 positions worth $158M, down 39% from $260M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Qube Research & Technologies (QRT) withdrew a net $105M in Q2 2018, closing 136 positions and reducing 92 holdings. Its most notable exit was State Street Materials Select Sector SPDR ETF, an estimated $18.6M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 17% of assets, up from 1.2% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Qube Research & Technologies (QRT) opened a new position in Amazon worth $6.94M.

  • Qube Research & Technologies (QRT)'s largest Q2 2018 buy was Amazon: 81,620 shares worth $6.94M.
  • Qube Research & Technologies (QRT) added most to Ferrari in Q2 2018, an estimated $2.63M increase.
  • Qube Research & Technologies (QRT)'s biggest Q2 2018 reduction was State Street SPDR S&P MIDCAP 400 ETF Trust, cutting an estimated $33.4M.
  • Qube Research & Technologies (QRT) fully exited State Street Materials Select Sector SPDR ETF in Q2 2018, selling an estimated $18.6M.
  • Qube Research & Technologies (QRT)'s ten largest holdings make up 25% of its $158M portfolio in Q2 2018.
  • Qube Research & Technologies (QRT) opened 632 new positions and closed 136 in Q2 2018.
  • Qube Research & Technologies (QRT)'s portfolio value fell 39% quarter-over-quarter to $158M.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2018, filed 14 Aug 2018.