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
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