Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.79B
AUM Growth
+$2.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,476
New
Increased
Reduced
Closed

Top Buys

1
+$1.16B
2
+$299M
3
+$80.3M
4
ARM icon
Arm
ARM
+$41.3M
5
HDB icon
HDFC Bank
HDB
+$32.6M

Top Sells

1
+$53.5M
2
+$35.9M
3
+$34.5M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$29.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$28.9M

Sector Composition

1 Consumer Discretionary 9.11%
2 Technology 3.22%
3 Financials 2.44%
4 Real Estate 1.68%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$902K 0.02%
5,236
+576
227
$901K 0.02%
3,985
+1,511
228
$900K 0.02%
4,508
+4,393
229
$898K 0.02%
7,344
-6,086
230
$895K 0.02%
38,879
+13,525
231
$894K 0.02%
28,224
-2,367
232
$894K 0.02%
5,158
+257
233
$892K 0.02%
4,901
+4,212
234
$892K 0.02%
17,465
+16,309
235
$882K 0.02%
+13,333
236
$882K 0.02%
+3,029
237
$879K 0.02%
+24,320
238
$877K 0.02%
16,447
+10,445
239
$877K 0.02%
+22,275
240
$871K 0.02%
+42,196
241
$869K 0.02%
21,067
-395
242
$866K 0.02%
11,406
+1,891
243
$859K 0.01%
+49,020
244
$858K 0.01%
34,936
+31,780
245
$856K 0.01%
+6,962
246
$844K 0.01%
+3,195
247
$839K 0.01%
+47,175
248
$835K 0.01%
35,037
+16,514
249
$834K 0.01%
+5,976
250
$830K 0.01%
+39,226
8 9
10
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