Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 3.92%
This Quarter Est. Return
1 Year Est. Return
+3.92%
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 3.17%
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
401
$464K ﹤0.01%
3,681
+9
402
$463K ﹤0.01%
2,286
-310
403
$460K ﹤0.01%
2,885
-3,789
404
$459K ﹤0.01%
2,786
+2,578
405
$459K ﹤0.01%
+4,674
406
$458K ﹤0.01%
23,581
-942
407
$458K ﹤0.01%
+20,900
408
$456K ﹤0.01%
+8,774
409
$455K ﹤0.01%
7,041
-6,887
410
$455K ﹤0.01%
2,429
-16,718
411
$452K ﹤0.01%
+2,486
412
$444K ﹤0.01%
+4,093
413
$443K ﹤0.01%
+1,708
414
$443K ﹤0.01%
3,743
-2,981
415
$441K ﹤0.01%
+36,268
416
$440K ﹤0.01%
5,220
+2,770
417
$440K ﹤0.01%
5,388
+3,093
418
$439K ﹤0.01%
3,005
-11,763
419
$438K ﹤0.01%
2,020
+1,336
420
$437K ﹤0.01%
9,602
+4,602
421
$437K ﹤0.01%
+3,796
422
$436K ﹤0.01%
3,870
+230
423
$436K ﹤0.01%
30,891
-51,261
424
$434K ﹤0.01%
+8,052
425
$432K ﹤0.01%
15,210
+6,760
15 16
17
18 19