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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
+5.91%
1 Year Est. Return
+20.22%
3 Year Est. Return
+42.42%
5 Year Est. Return
+23.97%
10 Year Est. Return
AUM
$3.19B
AUM Growth
+$3.04B
Cap. Flow
+$2.96B
Cap. Flow %
92.87%
Top 10 Hldgs %
17.15%
Holding
1,615
New
1,376
Increased
119
Reduced
13
Closed
107

Top Sells

Rank Stock Value
1
CME icon
CME Group
CME
+$7.28M
2
AABA
Altaba Inc
AABA
+$3.22M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$3.04M
4
CAT icon
Caterpillar
CAT
+$1.8M
5
SBUX icon
Starbucks
SBUX
+$1.49M

Sector Composition

Rank Sector Weight
1 Financials 7.82%
2 Consumer Discretionary 7.69%
3 Technology 7.28%
4 Industrials 6.51%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIA icon
1
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$126M 3.97%
443,274
+435,777
+5,813% +$120M
IWF icon
2
iShares Russell 1000 Growth ETF
IWF
$123B
$103M 3.23%
+2,341,660
New +$97.8M
MUB icon
3
iShares National Muni Bond ETF
MUB
$45B
$83.8M 2.63%
+735,404
New +$83.8M
XLY icon
4
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.3B
$38.1M 1.2%
+608,262
New +$37M
EWJ icon
5
iShares MSCI Japan ETF
EWJ
$21.7B
$36.9M 1.16%
+622,938
New +$36.7M
GLD icon
6
SPDR Gold Trust
GLD
$130B
$35.2M 1.11%
+246,517
New +$34.4M
LQD icon
7
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$33.6M 1.05%
+262,583
New +$33.4M
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$137B
$31.7M 1%
+282,262
New +$31.8M
IWD icon
9
iShares Russell 1000 Value ETF
IWD
$81.3B
$30.1M 0.94%
+220,507
New +$29.1M
XOM icon
10
ExxonMobil
XOM
$650B
$27.6M 0.87%
+395,951
New +$27.4M
EFA icon
11
iShares MSCI EAFE ETF
EFA
$76.1B
$25.5M 0.8%
+367,675
New +$24.8M
USO icon
12
United States Oil Fund
USO
$2.5B
$25.4M 0.8%
+248,137
New +$23.6M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$109B
$24.8M 0.78%
+296,019
New +$23.8M
BNDX icon
14
Vanguard Total International Bond ETF
BNDX
$81.8B
$23.4M 0.73%
+412,737
New +$24M
HYS icon
15
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$23.1M 0.72%
+231,372
New +$22.9M
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$22.6M 0.71%
+247,188
New +$22.5M
JNK icon
17
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$20.9M 0.65%
+190,339
New +$20.6M
OXY icon
18
Occidental Petroleum
OXY
$57.3B
$20.2M 0.64%
491,037
+482,918
+5,948% +$19.3M
HYG icon
19
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$19.7M 0.62%
+223,629
New +$19.5M
SHYG icon
20
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
$19.2M 0.6%
+412,746
New +$19.1M
SPIB icon
21
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$18.9M 0.59%
+534,702
New +$18.8M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.89T
$18.7M 0.59%
280,040
+236,980
+550% +$15.3M
SJNK icon
23
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$18M 0.57%
+668,531
New +$17.9M
EWL icon
24
iShares MSCI Switzerland ETF
EWL
$2.11B
$17M 0.53%
+419,051
New +$16.2M
SPAB icon
25
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.76B
$17M 0.53%
+579,450
New +$17.1M

Similar funds

Qube Research & Technologies (QRT)'s Q4 2019 Portfolio in Review

As of Q4 2019, Qube Research & Technologies (QRT) held 1,615 positions worth $3.19B, up 2,022% from $150M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Qube Research & Technologies (QRT) deployed $2.96B of net new capital in Q4 2019, opening 1,376 new positions and adding to 119 existing holdings. Its largest new stake was iShares Russell 1000 Growth ETF: 2,341,660 shares worth $103M.

By sector, the portfolio is most concentrated in Financials at 7.8% of assets, down from 16% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was CME Group, an estimated $7.28M trimmed.

  • Qube Research & Technologies (QRT)'s largest Q4 2019 buy was iShares Russell 1000 Growth ETF: 2,341,660 shares worth $103M.
  • Qube Research & Technologies (QRT) added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019, an estimated $120M increase.
  • Qube Research & Technologies (QRT)'s biggest Q4 2019 reduction was CME Group, cutting an estimated $7.28M.
  • Qube Research & Technologies (QRT) fully exited Altaba Inc in Q4 2019, selling an estimated $3.22M.
  • Qube Research & Technologies (QRT)'s ten largest holdings make up 17% of its $3.19B portfolio in Q4 2019.
  • Qube Research & Technologies (QRT) opened 1,376 new positions and closed 107 in Q4 2019.
  • Qube Research & Technologies (QRT)'s portfolio value rose 2,022% quarter-over-quarter to $3.19B.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q4 2019, filed 13 Feb 2020.