Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$1.16B
2
+$299M
3
+$80.3M
4
ARM icon
Arm
ARM
+$41.3M
5
HDB icon
HDFC Bank
HDB
+$32.6M

Top Sells

1
+$53.5M
2
+$35.9M
3
+$34.5M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$29.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$28.9M

Sector Composition

1 Consumer Discretionary 9.11%
2 Technology 3.22%
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
826
$86.3K ﹤0.01%
12,920
-11,643
827
$84.8K ﹤0.01%
+25,000
828
$82.7K ﹤0.01%
600
-7,751
829
$82.5K ﹤0.01%
472
-6,760
830
$80.5K ﹤0.01%
46,003
+22,354
831
$79.1K ﹤0.01%
1,879
-4,662
832
$78.8K ﹤0.01%
482
-8,058
833
$78.3K ﹤0.01%
+11,612
834
$77.5K ﹤0.01%
554
-10,058
835
$76.3K ﹤0.01%
+25,000
836
$76K ﹤0.01%
3,924
-23,869
837
$75.8K ﹤0.01%
51,190
838
$72K ﹤0.01%
+1,246
839
$72K ﹤0.01%
2,274
-79,938
840
$71.8K ﹤0.01%
284
+283
841
$70.5K ﹤0.01%
268
-53,550
842
$68.8K ﹤0.01%
+11,184
843
$68.4K ﹤0.01%
1,396
-831
844
$67.7K ﹤0.01%
932
-62,076
845
$67.5K ﹤0.01%
+10,000
846
$67.4K ﹤0.01%
871
-111
847
$66.1K ﹤0.01%
761
-37
848
$65.6K ﹤0.01%
2,297
-12,302
849
$64.6K ﹤0.01%
268
-54,299
850
$63.3K ﹤0.01%
1,008
-10,828
32 33
34
35 36