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
851
$63K ﹤0.01%
353
-1,176
852
$61.8K ﹤0.01%
275
-303
853
$59.7K ﹤0.01%
494
-2,848
854
$58.7K ﹤0.01%
296
-8,667
855
$57.8K ﹤0.01%
2,886
-104,533
856
$56.5K ﹤0.01%
1,173
857
$55.4K ﹤0.01%
618
-3,671
858
$55.4K ﹤0.01%
+704
859
$54.8K ﹤0.01%
1,319
-98,681
860
$53.1K ﹤0.01%
184
-485
861
$52.3K ﹤0.01%
22,747
-10,313
862
$51.4K ﹤0.01%
892
-11,607
863
$51.3K ﹤0.01%
745
-115,309
864
$49.4K ﹤0.01%
541
-32,623
865
$48K ﹤0.01%
2,228
-7,311
866
$47.3K ﹤0.01%
10,513
-637
867
$46.2K ﹤0.01%
280
-3,241
868
$43.7K ﹤0.01%
760
-5,538
869
$42.5K ﹤0.01%
577
+473
870
$41.2K ﹤0.01%
+469
871
$41.1K ﹤0.01%
4,261
-28,756
872
$40.7K ﹤0.01%
185
-2,748
873
$39.2K ﹤0.01%
+1,210
874
$37.9K ﹤0.01%
503
+470
875
$37.7K ﹤0.01%
245
+54
33 34
35
36 37