Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$88.3M
2
+$66.7M
3
+$15.3M
4
CVX icon
Chevron
CVX
+$11.5M
5
WTW icon
Willis Towers Watson
WTW
+$11.5M

Top Sells

1
+$78M
2
+$23.6M
3
+$21.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$13.3M

Sector Composition

1 Financials 4.01%
2 Technology 3.53%
3 Consumer Discretionary 3.48%
4 Healthcare 3.08%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$571K 0.02%
+11,089
277
$567K 0.02%
+11,368
278
$564K 0.02%
7,710
+3,297
279
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280
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281
$557K 0.02%
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282
$552K 0.02%
4,779
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283
$551K 0.02%
27,431
+9,425
284
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285
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286
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287
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288
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+19,028
289
$536K 0.02%
50,000
290
$535K 0.02%
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-6,958
291
$533K 0.02%
6,029
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292
$533K 0.02%
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293
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294
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295
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296
$526K 0.02%
12,980
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297
$526K 0.02%
11,885
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298
$523K 0.02%
7,488
-1,099
299
$521K 0.02%
+583
300
$521K 0.02%
50,000
10 11
12
13 14