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
201
$1.04M 0.02%
7,182
-3,521
202
$1.03M 0.02%
42,829
+5,948
203
$1.03M 0.02%
34,721
+15,491
204
$1.03M 0.02%
12,861
+105
205
$1.02M 0.02%
5,853
-2,165
206
$1.02M 0.02%
34,953
+5,681
207
$1.02M 0.02%
13,271
+8,474
208
$1.01M 0.02%
1,745
+102
209
$1.01M 0.02%
12,438
-21,217
210
$993K 0.02%
+75,160
211
$990K 0.02%
21,059
-43,083
212
$982K 0.02%
+21,626
213
$977K 0.02%
6,233
+3,394
214
$973K 0.02%
23,220
-43,348
215
$962K 0.02%
35,692
+6,022
216
$957K 0.02%
6,978
-3,629
217
$946K 0.02%
15,273
-1,232
218
$945K 0.02%
6,979
-15,452
219
$938K 0.02%
41,113
-33,387
220
$935K 0.02%
28,656
+15,509
221
$928K 0.02%
+8,001
222
$911K 0.02%
16,302
+3,712
223
$909K 0.02%
17,038
+5,276
224
$909K 0.02%
25,776
+16,926
225
$904K 0.02%
+15,204
7 8
9
10 11