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
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