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
626
$252K ﹤0.01%
1,109
+112
627
$252K ﹤0.01%
+1,146
628
$252K ﹤0.01%
+7,424
629
$252K ﹤0.01%
5,080
-212,080
630
$252K ﹤0.01%
+5,951
631
$251K ﹤0.01%
+2,892
632
$251K ﹤0.01%
1,258
-2,598
633
$250K ﹤0.01%
+2,901
634
$250K ﹤0.01%
+15,397
635
$249K ﹤0.01%
+4,077
636
$249K ﹤0.01%
+20,000
637
$248K ﹤0.01%
3,261
-6,762
638
$247K ﹤0.01%
+3,439
639
$246K ﹤0.01%
3,710
+243
640
$246K ﹤0.01%
17,076
-27,011
641
$245K ﹤0.01%
+8,297
642
$244K ﹤0.01%
1,839
-20,708
643
$242K ﹤0.01%
+1,194
644
$242K ﹤0.01%
+20,000
645
$241K ﹤0.01%
+7,444
646
$240K ﹤0.01%
7,180
-7,130
647
$239K ﹤0.01%
+2,832
648
$238K ﹤0.01%
+40,501
649
$238K ﹤0.01%
+7,107
650
$237K ﹤0.01%
+65,128
24 25
26
27 28