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
876
$34.5K ﹤0.01%
+429
877
$34.2K ﹤0.01%
221
-21,442
878
$34K ﹤0.01%
790
-12,175
879
$29.5K ﹤0.01%
980
-55,271
880
$29.4K ﹤0.01%
154
-195,859
881
$28.6K ﹤0.01%
213
-7,213
882
$28.4K ﹤0.01%
464
-6,562
883
$28.1K ﹤0.01%
+15,000
884
$27.1K ﹤0.01%
145
-1,840
885
$26.9K ﹤0.01%
91
-8,651
886
$26K ﹤0.01%
61
-17,727
887
$24.9K ﹤0.01%
752
-23,665
888
$23.9K ﹤0.01%
10,000
889
$22.8K ﹤0.01%
+150,000
890
$21.7K ﹤0.01%
+52
891
$21.5K ﹤0.01%
+120
892
$20.7K ﹤0.01%
750
893
$19.2K ﹤0.01%
228
-6,770
894
$17.1K ﹤0.01%
447
-17,916
895
$17K ﹤0.01%
+1,087
896
$15.4K ﹤0.01%
94
-20,570
897
$15K ﹤0.01%
92,372
898
$10.7K ﹤0.01%
91
-14
899
$10.7K ﹤0.01%
88
-6,756
900
$9.74K ﹤0.01%
80
-2,094
34 35
36
37 38