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
$4.32B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$79.9M
3
+$58.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$55.3M
5
AAPL icon
Apple
AAPL
+$39.6M

Top Sells

1
+$24.3M
2
+$24.2M
3
+$22.5M
4
MSFT icon
Microsoft
MSFT
+$18.4M
5
HD icon
Home Depot
HD
+$14.4M

Sector Composition

1 Technology 8.95%
2 Financials 8.33%
3 Consumer Discretionary 6.37%
4 Communication Services 3.18%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$994K ﹤0.01%
100,000
277
$989K ﹤0.01%
100,000
278
$983K ﹤0.01%
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279
$983K ﹤0.01%
100,000
280
$982K ﹤0.01%
100,000
281
$982K ﹤0.01%
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282
$982K ﹤0.01%
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283
$981K ﹤0.01%
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284
$981K ﹤0.01%
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285
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286
$977K ﹤0.01%
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287
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288
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$975K ﹤0.01%
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$975K ﹤0.01%
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$971K ﹤0.01%
24,062
+17,057
293
$960K ﹤0.01%
37,228
+23,408
294
$959K ﹤0.01%
6,194
-5,440
295
$947K ﹤0.01%
96,777
296
$930K ﹤0.01%
9,672
-78,805
297
$926K ﹤0.01%
1,976
-3,639
298
$923K ﹤0.01%
26,069
+501
299
$908K ﹤0.01%
92,668
300
$903K ﹤0.01%
10,900
+8,212
10 11
12
13 14