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CAM

Capstone Asset Management Portfolio holdings

AUM $3.6B
1-Year Est. Return 20.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$7.84M
3
+$7.04M
4
ALL icon
Allstate
ALL
+$7.03M
5
CERN
Cerner Corp
CERN
+$6.56M

Top Sells

1
+$10.5M
2
+$9.28M
3
+$8.64M
4
AXP icon
American Express
AXP
+$8.41M
5
RAI
Reynolds American Inc
RAI
+$7.66M

Sector Composition

1 Financials 17.37%
2 Technology 14.46%
3 Healthcare 10.65%
4 Industrials 10.1%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
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-438
1677
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-20,770
1678
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1679
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-3,565
1680
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-14,003
1681
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-10,102
1682
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-11,050
1683
– –
-11,813
1684
– –
-12,320
1685
– –
-15,982
1686
– –
-10,700
1687
– –
-83,175
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