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
376
$506K ﹤0.01%
6,470
-3,674
377
$504K ﹤0.01%
+14,238
378
$504K ﹤0.01%
1,425
+484
379
$502K ﹤0.01%
2,354
+484
380
$502K ﹤0.01%
+12,653
381
$499K ﹤0.01%
914
-141
382
$497K ﹤0.01%
9,157
-1,319
383
$491K ﹤0.01%
22,889
-14,678
384
$491K ﹤0.01%
+5,424
385
$490K ﹤0.01%
9,995
+212
386
$488K ﹤0.01%
1,694
-895
387
$484K ﹤0.01%
6,157
+1,955
388
$482K ﹤0.01%
+25,289
389
$481K ﹤0.01%
73,415
+42,434
390
$480K ﹤0.01%
+3,772
391
$479K ﹤0.01%
4,417
+4,340
392
$479K ﹤0.01%
+32,144
393
$478K ﹤0.01%
8,294
+3,500
394
$478K ﹤0.01%
3,416
+1,763
395
$477K ﹤0.01%
8,211
+4,740
396
$475K ﹤0.01%
12,962
-7,909
397
$472K ﹤0.01%
+27,514
398
$471K ﹤0.01%
3,643
+154
399
$470K ﹤0.01%
+2,297
400
$467K ﹤0.01%
1,136
+381
14 15
16
17 18