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

Top Buys

1
+$288M
2
+$72.3M
3
+$55.6M
4
MS icon
Morgan Stanley
MS
+$48.7M
5
MXIM
Maxim Integrated Products
MXIM
+$39.7M

Top Sells

1
+$81.1M
2
+$45M
3
+$44.3M
4
WTW icon
Willis Towers Watson
WTW
+$38.3M
5
META icon
Meta Platforms (Facebook)
META
+$21.7M

Sector Composition

1 Financials 11.13%
2 Energy 5.87%
3 Healthcare 4.88%
4 Technology 3.57%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$82K ﹤0.01%
+11,233
277
$71K ﹤0.01%
+2,096
278
$69K ﹤0.01%
+490
279
$68K ﹤0.01%
+741
280
$61K ﹤0.01%
+766
281
$61K ﹤0.01%
867
-1,929
282
$61K ﹤0.01%
+407
283
$37K ﹤0.01%
+4,215
284
$34K ﹤0.01%
6,040
+1,754
285
$29K ﹤0.01%
+329
286
$9K ﹤0.01%
432
-1,740
287
$9K ﹤0.01%
+2,307
288
$8K ﹤0.01%
+83
289
$8K ﹤0.01%
+146
290
$7K ﹤0.01%
+452
291
– –
0
292
– –
0
293
– –
0
294
– –
0
295
– –
0
296
– –
0
297
– –
0
298
– –
0
299
– –
0
300
– –
0
10 11
12
13 14