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
$4.63B
AUM Growth
-$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$47.8M
3
+$35.4M
4
AAPL icon
Apple
AAPL
+$34.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$31.1M

Top Sells

1
+$283M
2
+$275M
3
+$225M
4
NUAN
Nuance Communications, Inc.
NUAN
+$147M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$62.3M

Sector Composition

1 Technology 9.36%
2 Financials 8.8%
3 Consumer Discretionary 5.51%
4 Communication Services 4.67%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$610K 0.01%
5,206
+2,727
352
$603K 0.01%
6,730
+6,156
353
$601K 0.01%
61,435
354
$596K 0.01%
+92,372
355
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356
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60,000
357
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60,000
358
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359
$582K 0.01%
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360
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361
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11,894
-54,087
362
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363
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364
$534K 0.01%
84,713
-186,487
365
$532K 0.01%
37,796
-121,567
366
$529K 0.01%
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-488,688
367
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4,383
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368
$517K 0.01%
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369
$509K 0.01%
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370
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371
$504K 0.01%
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372
$503K 0.01%
+50,000
373
$502K 0.01%
+50,000
374
$501K 0.01%
+50,000
375
$500K 0.01%
+50,000
13 14
15
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