Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.7B
1-Year Est. Return 2.17%
This Quarter Est. Return
1 Year Est. Return
+2.17%
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
+$1.24B
2
+$324M
3
+$87.8M
4
ARM icon
Arm
ARM
+$53.1M
5
HDB icon
HDFC Bank
HDB
+$36.3M

Top Sells

1
+$53.5M
2
+$37.5M
3
+$37.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$28.5M
5
RTX icon
RTX Corp
RTX
+$28.1M

Sector Composition

1 Consumer Discretionary 9.11%
2 Technology 3.18%
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 ﹤0.01%
5,236
+576
227
$901K ﹤0.01%
3,985
+1,511
228
$900K ﹤0.01%
4,508
+4,393
229
$898K ﹤0.01%
7,344
-6,086
230
$895K ﹤0.01%
38,879
+13,525
231
$894K ﹤0.01%
28,224
-2,367
232
$894K ﹤0.01%
5,158
+257
233
$892K ﹤0.01%
4,901
+4,212
234
$892K ﹤0.01%
17,465
+16,309
235
$882K ﹤0.01%
+13,333
236
$882K ﹤0.01%
+3,029
237
$879K ﹤0.01%
+24,320
238
$877K ﹤0.01%
16,447
+10,445
239
$877K ﹤0.01%
+22,275
240
$871K ﹤0.01%
+42,196
241
$869K ﹤0.01%
21,067
-395
242
$866K ﹤0.01%
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
11 12