We are live on ! Find out more
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
+15.3%
1 Year Est. Return
+20.22%
3 Year Est. Return
+42.42%
5 Year Est. Return
+23.97%
10 Year Est. Return
AUM
$7.03B
AUM Growth
+$26.4M
Cap. Flow
-$519M
Cap. Flow %
-7.37%
Top 10 Hldgs %
20.05%
Holding
2,389
New
775
Increased
418
Reduced
541
Closed
635

Sector Composition

Rank Sector Weight
1 Technology 12.71%
2 Healthcare 8.19%
3 Financials 7.23%
4 Industrials 7.01%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GDX icon
1
CALL
VanEck Gold Miners ETF
GDX
$22.9B
$299M 4.25%
8,300,000
+4,700,000
+131% +$176M
BNDX icon
2
Vanguard Total International Bond ETF
BNDX
$81.8B
$206M 2.93%
3,514,397
+412,151
+13% +$24.1M
MUB icon
3
iShares National Muni Bond ETF
MUB
$45B
$191M 2.71%
1,628,794
+901,142
+124% +$105M
VCIT icon
4
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$174M 2.48%
+1,795,854
New +$173M
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$136M 1.93%
1,460,322
+118,747
+9% +$11.1M
AAPL icon
6
Apple
AAPL
$4.72T
$123M 1.75%
927,148
+187,630
+25% +$22.6M
MSFT icon
7
Microsoft
MSFT
$2.83T
$84.5M 1.2%
379,952
+16,198
+4% +$3.48M
BKLN icon
8
Invesco Senior Loan ETF
BKLN
$7.09B
$73.8M 1.05%
3,313,035
+2,648,620
+399% +$58.1M
SJNK icon
9
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$65.6M 0.93%
+2,433,514
New +$64.2M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.89T
$57.8M 0.82%
659,660
+226,760
+52% +$19.1M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.89T
$51.9M 0.74%
592,200
+46,080
+8% +$3.88M
SPIB icon
12
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$50.1M 0.71%
+1,346,628
New +$49.7M
SCHZ icon
13
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$49.9M 0.71%
1,780,652
+1,360,604
+324% +$38M
ANGL icon
14
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$45.7M 0.65%
1,422,148
+856,546
+151% +$26.5M
PFE icon
15
Pfizer
PFE
$143B
$44.7M 0.64%
1,215,143
+842,041
+226% +$30.9M
GOVT icon
16
iShares US Treasury Bond ETF
GOVT
$43.5B
$43.2M 0.61%
1,586,071
-4,608,125
-74% -$127M
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$40M 0.57%
107,097
-30,697
-22% -$10.9M
XLY icon
18
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.3B
$39.6M 0.56%
492,078
+357,936
+267% +$27.6M
XLK icon
19
State Street Technology Select Sector SPDR ETF
XLK
$116B
$37.8M 0.54%
+581,934
New +$35.4M
XLI icon
20
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$36.9M 0.52%
+416,523
New +$35.1M
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.06T
$36.3M 0.52%
156,435
+95,364
+156% +$21M
AMZN icon
22
Amazon
AMZN
$2.51T
$35.5M 0.5%
217,940
-232,340
-52% -$37.1M
MCD icon
23
McDonald's
MCD
$187B
$35.2M 0.5%
163,938
-72,577
-31% -$15.8M
FPE icon
24
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$34.6M 0.49%
1,714,261
+572,556
+50% +$11.3M
XLP icon
25
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14B
$34M 0.48%
+504,726
New +$33.4M

Similar funds

Qube Research & Technologies (QRT)'s Q4 2020 Portfolio in Review

As of Q4 2020, Qube Research & Technologies (QRT) held 2,389 positions worth $7.03B, up 0.38% from $7.01B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Qube Research & Technologies (QRT) withdrew a net $519M in Q4 2020, closing 635 positions and reducing 541 holdings. Its most notable exit was iShares 7-10 Year Treasury Bond ETF, an estimated $57.9M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 13% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Qube Research & Technologies (QRT) opened a new position in Vanguard Intermediate-Term Corporate Bond ETF worth $174M.

  • Qube Research & Technologies (QRT)'s largest Q4 2020 buy was Vanguard Intermediate-Term Corporate Bond ETF: 1,795,854 shares worth $174M.
  • Qube Research & Technologies (QRT) added most to iShares National Muni Bond ETF in Q4 2020, an estimated $105M increase.
  • Qube Research & Technologies (QRT)'s biggest Q4 2020 reduction was iShares US Treasury Bond ETF, cutting an estimated $127M.
  • Qube Research & Technologies (QRT) fully exited iShares 7-10 Year Treasury Bond ETF in Q4 2020, selling an estimated $57.9M.
  • Qube Research & Technologies (QRT)'s ten largest holdings make up 20% of its $7.03B portfolio in Q4 2020.
  • Qube Research & Technologies (QRT) opened 775 new positions and closed 635 in Q4 2020.
  • Qube Research & Technologies (QRT)'s portfolio value rose 0.38% quarter-over-quarter to $7.03B.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q4 2020, filed 16 Feb 2021.