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
426
$432K 0.01%
+12,510
427
$432K 0.01%
4,739
-3,604
428
$430K 0.01%
12,702
-3,341
429
$429K 0.01%
67,561
+3,167
430
$424K 0.01%
+3,381
431
$424K 0.01%
+1,586
432
$423K 0.01%
+6,858
433
$419K 0.01%
+1,209
434
$419K 0.01%
295
-12
435
$419K 0.01%
118
-272
436
$418K 0.01%
4,804
-2,488
437
$417K 0.01%
+5,084
438
$415K 0.01%
1,226
-3,889
439
$413K 0.01%
6,593
-13,699
440
$413K 0.01%
+11,532
441
$413K 0.01%
5,961
-5,187
442
$412K 0.01%
+3,457
443
$411K 0.01%
+5,034
444
$411K 0.01%
+2,790
445
$410K 0.01%
17,109
-12,156
446
$410K 0.01%
5,407
+1,212
447
$408K 0.01%
+8,861
448
$408K 0.01%
4,486
-12,758
449
$407K 0.01%
1,069
+211
450
$405K 0.01%
+13,651
16 17
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