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
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%
+5,032
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
$423K ﹤0.01%
+644
344
$422K ﹤0.01%
+15,868
345
$422K ﹤0.01%
43,505
+43,215
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
15 16