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
326
$594K ﹤0.01%
8,075
+1,075
327
$590K ﹤0.01%
9,129
+5,351
328
$589K ﹤0.01%
4,552
+1,874
329
$587K ﹤0.01%
30,414
-25,394
330
$586K ﹤0.01%
+12,821
331
$585K ﹤0.01%
+210,226
332
$584K ﹤0.01%
53,362
+39,643
333
$583K ﹤0.01%
4,032
-47,694
334
$583K ﹤0.01%
2,652
+778
335
$582K ﹤0.01%
7,516
+3,478
336
$580K ﹤0.01%
21,417
-21,857
337
$580K ﹤0.01%
+5,797
338
$580K ﹤0.01%
+18,233
339
$580K ﹤0.01%
2,719
-2,006
340
$577K ﹤0.01%
7,773
+545
341
$576K ﹤0.01%
11,221
-10,106
342
$569K ﹤0.01%
+2,030
343
$564K ﹤0.01%
+3,073
344
$558K ﹤0.01%
+9,991
345
$558K ﹤0.01%
+12,200
346
$553K ﹤0.01%
11,176
-4,440
347
$548K ﹤0.01%
+1,346
348
$546K ﹤0.01%
+10,961
349
$544K ﹤0.01%
+17,107
350
$542K ﹤0.01%
+8,562
12 13
14
15 16