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
$5.65B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$77.9M
3
+$66.7M
4
AMZN icon
Amazon
AMZN
+$65.6M
5
KSU
Kansas City Southern
KSU
+$56.8M

Top Sells

1
+$196M
2
+$160M
3
+$152M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$44.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$37.5M

Sector Composition

1 Technology 14.97%
2 Communication Services 9.57%
3 Industrials 7.5%
4 Healthcare 5.86%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.01M 0.02%
+13,941
352
$1.01M 0.02%
+8,010
353
$1.01M 0.02%
23,909
-10,232
354
$1M 0.02%
+5,335
355
$1M 0.02%
+3,473
356
$1M 0.02%
+15,630
357
$1M 0.02%
102,693
358
$1M 0.02%
+69,328
359
$997K 0.02%
4,000
360
$994K 0.02%
29,335
+15,033
361
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362
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100,000
363
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+100,000
364
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100,000
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365
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366
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100,000
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100,000
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$975K 0.02%
100,000
375
$975K 0.02%
100,000
13 14
15
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