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
751
$163K ﹤0.01%
4,422
-62,525
752
$161K ﹤0.01%
701
-4,656
753
$160K ﹤0.01%
2,760
-11,346
754
$160K ﹤0.01%
+17,394
755
$158K ﹤0.01%
2,247
+1,590
756
$157K ﹤0.01%
+664
757
$157K ﹤0.01%
+2,864
758
$157K ﹤0.01%
1,604
-1,340
759
$155K ﹤0.01%
965
+337
760
$154K ﹤0.01%
1,082
-13,003
761
$154K ﹤0.01%
+17,715
762
$153K ﹤0.01%
1,151
-18,950
763
$152K ﹤0.01%
4,227
-180,484
764
$151K ﹤0.01%
+15,000
765
$150K ﹤0.01%
1,366
-16,959
766
$150K ﹤0.01%
185
-4,964
767
$150K ﹤0.01%
35,646
+16,627
768
$149K ﹤0.01%
1,074
-11,767
769
$149K ﹤0.01%
14,439
-30,357
770
$149K ﹤0.01%
1,175
-288
771
$149K ﹤0.01%
+20,000
772
$149K ﹤0.01%
487
+36
773
$148K ﹤0.01%
17,778
-25,972
774
$148K ﹤0.01%
+1,437
775
$148K ﹤0.01%
3,997
-8,022
29 30
31
32 33