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
526
$334K 0.01%
+29,320
527
$334K 0.01%
2,991
-510
528
$333K 0.01%
2,895
-4,486
529
$333K 0.01%
24,815
+14,815
530
$333K 0.01%
2,256
-824
531
$332K 0.01%
328
-366
532
$328K 0.01%
1,443
-76
533
$328K 0.01%
+5,286
534
$327K 0.01%
+8,253
535
$325K 0.01%
+11,930
536
$325K 0.01%
4,309
-5,053
537
$325K 0.01%
+987
538
$324K 0.01%
18,637
-1,363
539
$323K 0.01%
19,415
+5,122
540
$322K 0.01%
2,550
+50
541
$322K 0.01%
+50,000
542
$321K 0.01%
+3,179
543
$318K 0.01%
+1,082
544
$318K 0.01%
1,158
+406
545
$316K 0.01%
2,005
-5,375
546
$315K 0.01%
2,394
-954
547
$315K 0.01%
+6,091
548
$314K 0.01%
+4,920
549
$313K 0.01%
4,328
+3,453
550
$313K 0.01%
101,924
+56,469
20 21
22
23 24