Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 3.92%
This Quarter Est. Return
1 Year Est. Return
+3.92%
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 3.17%
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
701
$212K ﹤0.01%
+2,278
702
$211K ﹤0.01%
+14,241
703
$211K ﹤0.01%
+12,681
704
$211K ﹤0.01%
+2,423
705
$211K ﹤0.01%
+6,600
706
$211K ﹤0.01%
8,043
+6,325
707
$211K ﹤0.01%
2,037
-464
708
$210K ﹤0.01%
+2,965
709
$209K ﹤0.01%
+4,863
710
$209K ﹤0.01%
11,101
-24,289
711
$209K ﹤0.01%
+5,163
712
$208K ﹤0.01%
+10,998
713
$208K ﹤0.01%
+12,319
714
$208K ﹤0.01%
15,261
+4,268
715
$207K ﹤0.01%
3,729
-4
716
$207K ﹤0.01%
+7,177
717
$206K ﹤0.01%
+7,334
718
$204K ﹤0.01%
+27,345
719
$204K ﹤0.01%
2,404
-2,483
720
$204K ﹤0.01%
+2,619
721
$203K ﹤0.01%
+10,643
722
$201K ﹤0.01%
+600
723
$198K ﹤0.01%
1,628
-194
724
$195K ﹤0.01%
+24,278
725
$194K ﹤0.01%
+2,162
27 28
29
30 31