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Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
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 9.1%
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
1026
– –
-175,000
1027
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-571,000
1028
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-9,242
1029
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-9,088
1030
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-2,462
1031
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-13,890
1032
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-3,660
1033
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-161,183
1034
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-23,278
1035
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-7,401
1036
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-6,615
1037
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-5,934
1038
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-8,524
1039
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-20,901
1040
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0
1041
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-21,819
1042
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-49,679
1043
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-29,769
1044
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-9,599
1045
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-94,379
1046
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-17,433
1047
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-39,984
1048
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1049
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0
1050
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-13,583
40 41
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43 44