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
$3.39B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$73.2M
3
+$19.5M
4
WTW icon
Willis Towers Watson
WTW
+$11.7M
5
CVX icon
Chevron
CVX
+$11.3M

Top Sells

1
+$76.1M
2
+$23.6M
3
+$21.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$18.7M
5
AMZN icon
Amazon
AMZN
+$14.8M

Sector Composition

1 Financials 4.01%
2 Technology 3.54%
3 Consumer Discretionary 3.49%
4 Healthcare 3.08%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$632K ﹤0.01%
2,155
+2,120
252
$631K ﹤0.01%
+8,754
253
$630K ﹤0.01%
2,211
-1,249
254
$629K ﹤0.01%
6,959
+3,710
255
$625K ﹤0.01%
+3,286
256
$620K ﹤0.01%
+9,215
257
$619K ﹤0.01%
3,697
+1,064
258
$618K ﹤0.01%
78,342
+65,505
259
$616K ﹤0.01%
+26,000
260
$613K ﹤0.01%
+37,177
261
$613K ﹤0.01%
22,950
+18,843
262
$613K ﹤0.01%
32,102
+8,499
263
$610K ﹤0.01%
+63,237
264
$610K ﹤0.01%
29,405
+20,398
265
$608K ﹤0.01%
+52,001
266
$607K ﹤0.01%
13,794
+13,789
267
$605K ﹤0.01%
1,353
+1,220
268
$602K ﹤0.01%
+32,301
269
$595K ﹤0.01%
3,027
+3,023
270
$593K ﹤0.01%
16,374
-10,832
271
$593K ﹤0.01%
22,406
+6,889
272
$592K ﹤0.01%
+2,031
273
$590K ﹤0.01%
+34,696
274
$574K ﹤0.01%
1,739
+1,734
275
$573K ﹤0.01%
+4,486
9 10
11
12 13