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
601
$270K ﹤0.01%
2,465
-4,949
602
$270K ﹤0.01%
8,863
-17,212
603
$268K ﹤0.01%
11,653
-4,892
604
$268K ﹤0.01%
+5,141
605
$268K ﹤0.01%
4,450
-8,940
606
$267K ﹤0.01%
1,252
-345
607
$267K ﹤0.01%
+11,524
608
$266K ﹤0.01%
+30,219
609
$266K ﹤0.01%
+8,434
610
$264K ﹤0.01%
+7,581
611
$263K ﹤0.01%
+1,824
612
$261K ﹤0.01%
+14,010
613
$261K ﹤0.01%
+25,000
614
$260K ﹤0.01%
+25,000
615
$259K ﹤0.01%
+1,230
616
$259K ﹤0.01%
+2,333
617
$258K ﹤0.01%
2,223
-2,137
618
$257K ﹤0.01%
3,005
-5,862
619
$257K ﹤0.01%
4,780
-8,297
620
$257K ﹤0.01%
+2,365
621
$256K ﹤0.01%
14,393
-9,522
622
$255K ﹤0.01%
+23,580
623
$254K ﹤0.01%
1,918
-3,988
624
$254K ﹤0.01%
5,865
-1,196
625
$253K ﹤0.01%
+50,000
23 24
25
26 27