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
651
$237K ﹤0.01%
+1,939
652
$236K ﹤0.01%
+3,458
653
$235K ﹤0.01%
+10,895
654
$235K ﹤0.01%
+16,560
655
$235K ﹤0.01%
972
-1,261
656
$235K ﹤0.01%
15,581
-17,615
657
$235K ﹤0.01%
10,000
-20,000
658
$235K ﹤0.01%
+5,486
659
$233K ﹤0.01%
25,000
660
$233K ﹤0.01%
+3,806
661
$232K ﹤0.01%
1,504
-1,084
662
$231K ﹤0.01%
+689
663
$230K ﹤0.01%
+945
664
$230K ﹤0.01%
1,067
-541
665
$229K ﹤0.01%
+8,019
666
$228K ﹤0.01%
+817
667
$228K ﹤0.01%
+2,147
668
$228K ﹤0.01%
3,916
-8,162
669
$226K ﹤0.01%
+2,834
670
$224K ﹤0.01%
+1,911
671
$223K ﹤0.01%
+4,093
672
$223K ﹤0.01%
+2,353
673
$222K ﹤0.01%
+12,585
674
$221K ﹤0.01%
+14,949
675
$221K ﹤0.01%
3,303
-1,119
25 26
27
28 29