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
326
$462K 0.01%
+5,523
327
$459K 0.01%
+6,051
328
$455K 0.01%
+11,168
329
$455K 0.01%
27,046
+12,604
330
$452K 0.01%
+10,154
331
$452K 0.01%
+2,699
332
$449K 0.01%
+14,440
333
$448K 0.01%
833
+819
334
$447K 0.01%
+3,113
335
$447K 0.01%
+23,786
336
$444K 0.01%
+2,667
337
$443K 0.01%
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338
$443K 0.01%
+1,182
339
$435K 0.01%
6,449
-3,542
340
$430K 0.01%
+16,003
341
$428K 0.01%
+4,352
342
$428K 0.01%
2,897
+2,794
343
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344
$422K 0.01%
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345
$422K 0.01%
43,505
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346
$419K 0.01%
13,373
-11,995
347
$416K 0.01%
+4,146
348
$415K 0.01%
+1,726
349
$415K 0.01%
+15,157
350
$414K 0.01%
+31,174
12 13
14
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