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
726
$192K ﹤0.01%
+17,878
727
$190K ﹤0.01%
+20,000
728
$188K ﹤0.01%
4,820
-4,179
729
$187K ﹤0.01%
4,836
-2,256
730
$185K ﹤0.01%
+18,841
731
$182K ﹤0.01%
2,266
+443
732
$182K ﹤0.01%
2,248
-20,015
733
$181K ﹤0.01%
+25,991
734
$180K ﹤0.01%
+5,260
735
$179K ﹤0.01%
1,261
-12,933
736
$179K ﹤0.01%
50,000
737
$179K ﹤0.01%
653
+4
738
$177K ﹤0.01%
8,793
+3,198
739
$176K ﹤0.01%
43,377
-5,370
740
$174K ﹤0.01%
1,253
-12,894
741
$172K ﹤0.01%
+10,605
742
$171K ﹤0.01%
+19,449
743
$170K ﹤0.01%
+15,126
744
$169K ﹤0.01%
+4,638
745
$169K ﹤0.01%
20,785
-7,722
746
$169K ﹤0.01%
+18,763
747
$168K ﹤0.01%
3,507
-7,388
748
$165K ﹤0.01%
1,113
-195
749
$165K ﹤0.01%
+23,819
750
$163K ﹤0.01%
+12,805
28 29
30
31 32