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
201
$1.04M ﹤0.01%
7,182
-3,521
202
$1.03M ﹤0.01%
42,829
+5,948
203
$1.03M ﹤0.01%
34,721
+15,491
204
$1.03M ﹤0.01%
12,861
+105
205
$1.02M ﹤0.01%
5,853
-2,165
206
$1.02M ﹤0.01%
34,953
+5,681
207
$1.02M ﹤0.01%
13,271
+8,474
208
$1.01M ﹤0.01%
1,745
+102
209
$1.01M ﹤0.01%
12,438
-21,217
210
$993K ﹤0.01%
+75,160
211
$990K ﹤0.01%
21,059
-43,083
212
$982K ﹤0.01%
+21,626
213
$977K ﹤0.01%
6,233
+3,394
214
$973K ﹤0.01%
11,610
-21,674
215
$962K ﹤0.01%
35,692
+6,022
216
$957K ﹤0.01%
6,978
-3,629
217
$946K ﹤0.01%
15,273
-1,232
218
$945K ﹤0.01%
6,979
-15,452
219
$938K ﹤0.01%
41,113
-33,387
220
$935K ﹤0.01%
28,656
+15,509
221
$928K ﹤0.01%
+8,001
222
$911K ﹤0.01%
16,302
+3,712
223
$909K ﹤0.01%
17,038
+5,276
224
$909K ﹤0.01%
25,776
+16,926
225
$904K ﹤0.01%
+15,204
7 8
9
10 11