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
$4.63B
AUM Growth
-$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$41.2M
3
+$35.7M
4
JPM icon
JPMorgan Chase
JPM
+$32.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$32M

Top Sells

1
+$293M
2
+$283M
3
+$225M
4
NUAN
Nuance Communications, Inc.
NUAN
+$147M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$62.7M

Sector Composition

1 Technology 9.36%
2 Financials 8.79%
3 Consumer Discretionary 5.51%
4 Communication Services 4.59%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.01M ﹤0.01%
102,693
277
$1M ﹤0.01%
+100,000
278
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+100,000
279
$1M ﹤0.01%
+100,000
280
$998K ﹤0.01%
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281
$998K ﹤0.01%
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282
$997K ﹤0.01%
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283
$993K ﹤0.01%
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284
$993K ﹤0.01%
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$992K ﹤0.01%
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287
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$977K ﹤0.01%
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$976K ﹤0.01%
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10 11
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