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
676
$221K ﹤0.01%
+6,538
677
$220K ﹤0.01%
+5,444
678
$220K ﹤0.01%
+5,664
679
$220K ﹤0.01%
+6,302
680
$220K ﹤0.01%
+12,540
681
$220K ﹤0.01%
+7,268
682
$220K ﹤0.01%
+16,837
683
$220K ﹤0.01%
+15,400
684
$219K ﹤0.01%
+4,655
685
$218K ﹤0.01%
+1,679
686
$218K ﹤0.01%
+1,733
687
$217K ﹤0.01%
+7,257
688
$217K ﹤0.01%
+1,808
689
$217K ﹤0.01%
1,117
-6,797
690
$217K ﹤0.01%
2,485
-4,379
691
$217K ﹤0.01%
485
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692
$217K ﹤0.01%
+1,107
693
$217K ﹤0.01%
+3,846
694
$217K ﹤0.01%
+3,563
695
$217K ﹤0.01%
+5,843
696
$216K ﹤0.01%
+2,195
697
$215K ﹤0.01%
2,321
-5,727
698
$214K ﹤0.01%
+65,581
699
$213K ﹤0.01%
1,429
-218
700
$212K ﹤0.01%
+3,474
26 27
28
29 30