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
$2.15B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$91.6M
2
+$35.3M
3
+$32.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$18.9M
5
SPLS
Staples Inc
SPLS
+$17.4M

Top Sells

1
+$50.6M
2
+$40.4M
3
+$28.8M
4
DD
Du Pont De Nemours E I
DD
+$24.1M
5
WOOF
VCA Inc.
WOOF
+$23.1M

Sector Composition

1 Technology 14.1%
2 Financials 8.11%
3 Consumer Staples 7%
4 Consumer Discretionary 6.86%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$800K 0.02%
6,784
-35,916
252
$799K 0.02%
+22,400
253
$796K 0.02%
+25,264
254
$795K 0.02%
+30,412
255
$784K 0.02%
+24,751
256
$781K 0.02%
+18,400
257
$771K 0.02%
+12,300
258
$756K 0.02%
7,042
-74,023
259
$756K 0.02%
+16,805
260
$752K 0.02%
+3,000
261
$752K 0.02%
6,805
+3,609
262
$747K 0.02%
+9,600
263
$747K 0.02%
13,300
-24,785
264
$734K 0.02%
21,525
-20,660
265
$732K 0.02%
+8,040
266
$716K 0.02%
+21,349
267
$712K 0.02%
+10,300
268
$707K 0.02%
+18,311
269
$699K 0.02%
+12,834
270
$697K 0.02%
10,743
-9,482
271
$693K 0.02%
+8,119
272
$692K 0.02%
3,121
-9,804
273
$681K 0.02%
4,200
-13,400
274
$677K 0.02%
+13,600
275
$673K 0.02%
43,400
+24,100
9 10
11
12 13