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
$2.28B
AUM Growth
+$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$285M
2
+$53.7M
3
+$50.7M
4
IMMU
Immunomedics Inc
IMMU
+$43M
5
MXIM
Maxim Integrated Products
MXIM
+$39.7M

Top Sells

1
+$105M
2
+$81.1M
3
+$45M
4
WUBA
58.com Inc
WUBA
+$44.3M
5
WTW icon
Willis Towers Watson
WTW
+$37.4M

Sector Composition

1 Financials 11.13%
2 Energy 5.87%
3 Healthcare 4.88%
4 Technology 3.48%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$210K 0.01%
6,047
-5,725
252
$207K 0.01%
1,689
-811
253
$191K 0.01%
+6,903
254
$190K 0.01%
+3,841
255
$185K 0.01%
+6,424
256
$181K 0.01%
2,797
-7,485
257
$172K 0.01%
+2,100
258
$172K 0.01%
+4,959
259
$167K 0.01%
1,060
-3,040
260
$160K 0.01%
+1,786
261
$160K 0.01%
+1,272
262
$159K 0.01%
4,771
-18,100
263
$151K 0.01%
+1,258
264
$151K 0.01%
13,431
+12,470
265
$145K 0.01%
+3,222
266
$144K 0.01%
+1,153
267
$139K 0.01%
+3,875
268
$136K 0.01%
+1,480
269
$135K 0.01%
+716
270
$126K 0.01%
+13,400
271
$121K 0.01%
+1,512
272
$119K 0.01%
12,072
+8,988
273
$106K ﹤0.01%
+494
274
$94K ﹤0.01%
+2,324
275
$83K ﹤0.01%
5,264
+284
9 10
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