Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.7B
1-Year Est. Return 2.17%
This Quarter Est. Return
1 Year Est. Return
+2.17%
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 3.18%
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