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
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
18
19 20