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
351
$540K 0.01%
+5,253
352
$539K 0.01%
2,717
-16,378
353
$539K 0.01%
20,655
-46,704
354
$539K 0.01%
1,484
-188
355
$533K 0.01%
25,370
-12,040
356
$531K 0.01%
3,054
+691
357
$530K 0.01%
65,400
358
$530K 0.01%
58,453
+47,508
359
$530K 0.01%
3,488
-1,604
360
$528K 0.01%
+12,156
361
$526K 0.01%
1,141
+970
362
$526K 0.01%
+15,798
363
$523K 0.01%
2,512
-455
364
$522K 0.01%
1,375
+772
365
$520K 0.01%
+19,605
366
$520K 0.01%
5,119
+1,519
367
$520K 0.01%
+9,740
368
$519K 0.01%
+14,513
369
$519K 0.01%
13,412
-1,310
370
$518K 0.01%
4,013
-4,198
371
$515K 0.01%
2,993
+1,654
372
$515K 0.01%
84,484
+23,284
373
$514K 0.01%
+424
374
$511K 0.01%
16,794
-2,831
375
$507K 0.01%
6,823
-62,186
13 14
15
16 17