Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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 9.11%
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
151
$1.31M 0.02%
27,292
+1,462
152
$1.29M 0.02%
+13,568
153
$1.29M 0.02%
4,729
+4,124
154
$1.27M 0.02%
+6,396
155
$1.27M 0.02%
24,743
-175,871
156
$1.27M 0.02%
+10,389
157
$1.27M 0.02%
+13,660
158
$1.26M 0.02%
+24,703
159
$1.26M 0.02%
17,456
-1,382
160
$1.26M 0.02%
16,993
+5,817
161
$1.25M 0.02%
8,855
-7,695
162
$1.24M 0.02%
10,909
-329,112
163
$1.23M 0.02%
4,029
+2,725
164
$1.23M 0.02%
82,864
-10,618
165
$1.22M 0.02%
3,170
-69,468
166
$1.21M 0.02%
3,876
-4,097
167
$1.21M 0.02%
1,941
-3,872
168
$1.21M 0.02%
3,214
169
$1.21M 0.02%
3,114
+175
170
$1.2M 0.02%
20,091
+19,781
171
$1.19M 0.02%
32,203
-18,088
172
$1.19M 0.02%
27,174
+4,477
173
$1.18M 0.02%
20,465
+10,844
174
$1.18M 0.02%
8,160
-6,663
175
$1.18M 0.02%
+45,927
5 6
7
8 9