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
551
$311K 0.01%
+5,083
552
$311K 0.01%
24,414
+1,060
553
$309K 0.01%
4,900
+990
554
$309K 0.01%
+5,526
555
$309K 0.01%
+14,716
556
$309K 0.01%
1,140
+946
557
$308K 0.01%
+7,777
558
$305K 0.01%
1,267
-113
559
$305K 0.01%
+54,927
560
$304K 0.01%
1,820
+264
561
$303K 0.01%
+2,445
562
$303K 0.01%
15,631
-6,176
563
$301K 0.01%
1,545
-563
564
$300K 0.01%
+6,722
565
$299K 0.01%
1,672
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566
$298K 0.01%
3,216
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567
$298K 0.01%
12,546
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568
$298K 0.01%
89,800
+72,575
569
$298K 0.01%
4,243
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570
$295K 0.01%
2,850
+1,835
571
$294K 0.01%
20,000
-2,829
572
$294K 0.01%
2,160
-952
573
$293K 0.01%
1,266
-11,190
574
$293K 0.01%
+4,013
575
$293K 0.01%
668
+42
21 22
23
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