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
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
-210
566
$298K ﹤0.01%
3,216
+311
567
$298K ﹤0.01%
12,546
-4,396
568
$298K ﹤0.01%
89,800
+72,575
569
$298K ﹤0.01%
4,243
+187
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
24 25