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
801
$126K ﹤0.01%
30,000
802
$126K ﹤0.01%
+27,847
803
$123K ﹤0.01%
10,092
-78,152
804
$123K ﹤0.01%
722
-88,014
805
$123K ﹤0.01%
364
-4,095
806
$121K ﹤0.01%
259
-12,004
807
$121K ﹤0.01%
782
-21,890
808
$121K ﹤0.01%
809
-10,189
809
$119K ﹤0.01%
+924
810
$119K ﹤0.01%
2,787
-47,229
811
$115K ﹤0.01%
+17,352
812
$114K ﹤0.01%
2,609
-5,387
813
$114K ﹤0.01%
1,539
-2,368
814
$113K ﹤0.01%
3,959
-19,527
815
$113K ﹤0.01%
+23,813
816
$112K ﹤0.01%
+18,650
817
$111K ﹤0.01%
3,193
-4,529
818
$110K ﹤0.01%
4,314
-6,250
819
$106K ﹤0.01%
357
+152
820
$98.5K ﹤0.01%
17,847
-10,691
821
$98.5K ﹤0.01%
4,306
-2,675
822
$95.8K ﹤0.01%
5,370
-32,869
823
$90.4K ﹤0.01%
+11,472
824
$90.3K ﹤0.01%
250
+6
825
$86.6K ﹤0.01%
5,227
-678
31 32
33
34 35