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
776
$148K ﹤0.01%
+39,892
777
$147K ﹤0.01%
4,422
-242
778
$147K ﹤0.01%
1,512
-120,650
779
$146K ﹤0.01%
+1,313
780
$146K ﹤0.01%
+44,922
781
$146K ﹤0.01%
13,863
-940
782
$144K ﹤0.01%
2,580
-5,104
783
$144K ﹤0.01%
+944
784
$143K ﹤0.01%
843
-45,191
785
$142K ﹤0.01%
+10,173
786
$142K ﹤0.01%
656
-35,713
787
$141K ﹤0.01%
1,932
-15,727
788
$139K ﹤0.01%
638
-81
789
$138K ﹤0.01%
+50,000
790
$138K ﹤0.01%
166
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$136K ﹤0.01%
14,484
-32,915
792
$134K ﹤0.01%
63,437
-56,192
793
$133K ﹤0.01%
+12,730
794
$132K ﹤0.01%
1,408
-663
795
$132K ﹤0.01%
+10,000
796
$131K ﹤0.01%
4,577
-6,675
797
$130K ﹤0.01%
1,026
+299
798
$130K ﹤0.01%
39,928
-136,644
799
$129K ﹤0.01%
414
-1,370
800
$127K ﹤0.01%
+52,993
30 31
32
33 34