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
451
$403K 0.01%
+15,483
452
$401K 0.01%
+4,331
453
$400K 0.01%
10,284
-3,346
454
$399K 0.01%
2,798
-5,233
455
$397K 0.01%
7,613
+7,028
456
$397K 0.01%
5,176
-4,806
457
$396K 0.01%
42,349
+8,833
458
$394K 0.01%
+449
459
$394K 0.01%
1,616
+219
460
$394K 0.01%
+765
461
$393K 0.01%
19,263
+7,402
462
$393K 0.01%
+8,154
463
$392K 0.01%
+2,405
464
$391K 0.01%
59,706
-11,901
465
$389K 0.01%
+2,580
466
$388K 0.01%
+66,621
467
$386K 0.01%
+11,686
468
$384K 0.01%
+6,203
469
$383K 0.01%
+15,000
470
$383K 0.01%
+6,734
471
$383K 0.01%
20,000
+1,900
472
$382K 0.01%
2,916
-11,880
473
$382K 0.01%
+19,139
474
$382K 0.01%
+5,301
475
$380K 0.01%
+11,397
17 18
19
20 21