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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
1201
– –
-30,861
1202
– –
-16,200
1203
– –
-5,243
1204
– –
-18,509
1205
– –
-9,960
1206
– –
-7,687
1207
– –
-300,000
1208
– –
-5,571
1209
– –
-295,000
1210
– –
-11,528
1211
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-5,858
1212
– –
-25,181
1213
– –
-4,770
1214
– –
-25,000
1215
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-12,170
1216
– –
-10,851
1217
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-360
1218
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-2,540
1219
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-75,315
1220
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-6,512
1221
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-12,662
1222
– –
-12,394
1223
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-12,077
1224
– –
-18,715
1225
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-20,198
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