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
476
$379K ﹤0.01%
+1,702
477
$379K ﹤0.01%
3,054
-5,035
478
$379K ﹤0.01%
+818
479
$379K ﹤0.01%
1,555
+806
480
$377K ﹤0.01%
2,521
+1,520
481
$376K ﹤0.01%
118,382
+15,666
482
$376K ﹤0.01%
4,760
-615
483
$376K ﹤0.01%
16,105
+406
484
$375K ﹤0.01%
5,353
-18,256
485
$375K ﹤0.01%
+2,050
486
$373K ﹤0.01%
+1,812
487
$371K ﹤0.01%
+6,255
488
$370K ﹤0.01%
+4,058
489
$370K ﹤0.01%
+741
490
$369K ﹤0.01%
+3,435
491
$368K ﹤0.01%
2,315
-2,269
492
$366K ﹤0.01%
4,323
-3,667
493
$366K ﹤0.01%
25,380
-9,177
494
$366K ﹤0.01%
1,899
+628
495
$365K ﹤0.01%
2,764
-257
496
$364K ﹤0.01%
11,350
+5,575
497
$364K ﹤0.01%
+115,155
498
$360K ﹤0.01%
+24,702
499
$359K ﹤0.01%
+13,694
500
$358K ﹤0.01%
+2,775
18 19
20
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