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
76
$2.75M 0.01%
25,000
+10,000
77
$2.72M 0.01%
20,570
+16,982
78
$2.6M 0.01%
72,718
+48,514
79
$2.48M 0.01%
38,075
-2,115
80
$2.37M 0.01%
70,400
-273,442
81
$2.32M 0.01%
+155,211
82
$2.31M 0.01%
8,451
+3,649
83
$2.27M 0.01%
+46,862
84
$2.22M 0.01%
14,282
-169,552
85
$2.19M 0.01%
15,833
+12,436
86
$2.19M 0.01%
28,312
+2,938
87
$2.17M 0.01%
64,057
+9,057
88
$2.16M 0.01%
80,182
-1,087
89
$2.15M 0.01%
35,429
-93,996
90
$2.12M 0.01%
58,785
+20,624
91
$2.05M 0.01%
47,190
+35,991
92
$2.02M 0.01%
177,726
+12,286
93
$2.01M 0.01%
13,742
+2,431
94
$2M 0.01%
47,848
+36,472
95
$1.98M 0.01%
27,429
+15,716
96
$1.98M 0.01%
+29,972
97
$1.97M 0.01%
16,250
+10,231
98
$1.97M 0.01%
+55,239
99
$1.95M 0.01%
3,579
+1,359
100
$1.93M 0.01%
46,701
-7,728
2 3
4
5 6