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
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
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