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
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
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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
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