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
276
$571K ﹤0.01%
+11,089
277
$567K ﹤0.01%
+11,368
278
$564K ﹤0.01%
7,710
+3,297
279
$563K ﹤0.01%
+8,186
280
$559K ﹤0.01%
+13,643
281
$557K ﹤0.01%
+4,779
282
$552K ﹤0.01%
4,779
-1,514
283
$551K ﹤0.01%
27,431
+9,425
284
$550K ﹤0.01%
+15,900
285
$549K ﹤0.01%
5,196
+5,066
286
$545K ﹤0.01%
+27,696
287
$544K ﹤0.01%
+9,620
288
$543K ﹤0.01%
+19,028
289
$536K ﹤0.01%
50,000
290
$535K ﹤0.01%
21,147
-6,958
291
$533K ﹤0.01%
6,029
+4,364
292
$533K ﹤0.01%
+8,190
293
$532K ﹤0.01%
+3,452
294
$532K ﹤0.01%
57,527
+22,386
295
$529K ﹤0.01%
+4,702
296
$526K ﹤0.01%
12,980
+12,936
297
$526K ﹤0.01%
11,885
+11,865
298
$523K ﹤0.01%
7,488
-1,099
299
$521K ﹤0.01%
+583
300
$521K ﹤0.01%
50,000
10 11
12
13 14