CAM

Capstone Asset Management Portfolio holdings

AUM $3.6B
1-Year Est. Return 20.2%
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.81B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,966
New
Increased
Reduced
Closed

Top Buys

1 +$72.7M
2 +$55.7M
3 +$49M
4
CVX icon
Chevron
CVX
+$41.8M
5
WFC icon
Wells Fargo
WFC
+$37.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.42%
2 Technology 12.98%
3 Healthcare 10.81%
4 Industrials 10.37%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$22K ﹤0.01%
+11,610
1952
$21K ﹤0.01%
+11,821
1953
$19K ﹤0.01%
+11,679
1954
$17K ﹤0.01%
+14,397
1955
$13K ﹤0.01%
+13,943
1956
$12K ﹤0.01%
+5,930
1957
$10K ﹤0.01%
+1,158