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
351
$412K ﹤0.01%
50,375
-30,771
352
$411K ﹤0.01%
12,907
+5,749
353
$408K ﹤0.01%
22,913
+4,566
354
$407K ﹤0.01%
+6,219
355
$406K ﹤0.01%
+565
356
$405K ﹤0.01%
1,000
+998
357
$405K ﹤0.01%
+10,780
358
$405K ﹤0.01%
+1,245
359
$402K ﹤0.01%
+5,145
360
$400K ﹤0.01%
+12,555
361
$400K ﹤0.01%
+2,856
362
$400K ﹤0.01%
+2,224
363
$399K ﹤0.01%
+3,398
364
$398K ﹤0.01%
+10,866
365
$395K ﹤0.01%
1,606
-246
366
$393K ﹤0.01%
+16,977
367
$392K ﹤0.01%
+14,322
368
$392K ﹤0.01%
5,693
+3,836
369
$388K ﹤0.01%
1,169
-590
370
$385K ﹤0.01%
+15,481
371
$385K ﹤0.01%
2,928
+725
372
$384K ﹤0.01%
+8,461
373
$384K ﹤0.01%
2,979
-100
374
$383K ﹤0.01%
6,553
+5,843
375
$381K ﹤0.01%
+9,869
13 14
15
16 17