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
576
$293K ﹤0.01%
+30,000
577
$292K ﹤0.01%
4,578
-2,637
578
$292K ﹤0.01%
1,967
+338
579
$291K ﹤0.01%
2,139
-3,161
580
$291K ﹤0.01%
+931
581
$291K ﹤0.01%
+10,000
582
$289K ﹤0.01%
1,059
-1,405
583
$289K ﹤0.01%
2,569
-12,339
584
$289K ﹤0.01%
8,583
-1,216
585
$287K ﹤0.01%
+41,447
586
$287K ﹤0.01%
2,268
-2,915
587
$286K ﹤0.01%
12,618
-7,584
588
$285K ﹤0.01%
+7,637
589
$283K ﹤0.01%
+6,227
590
$283K ﹤0.01%
15,443
-17,402
591
$280K ﹤0.01%
+2,773
592
$279K ﹤0.01%
13,439
-2,966
593
$278K ﹤0.01%
31,453
-21,179
594
$278K ﹤0.01%
+9,020
595
$278K ﹤0.01%
+22,473
596
$277K ﹤0.01%
+19,580
597
$277K ﹤0.01%
4,599
-2,663
598
$272K ﹤0.01%
3,482
-3,705
599
$272K ﹤0.01%
+1,209
600
$270K ﹤0.01%
+7,578
22 23
24
25 26