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
$3.8B
AUM Growth
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$46.4M
2
+$38.8M
3
+$38.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$32.2M
5
BABA icon
Alibaba
BABA
+$18M

Top Sells

1
+$109M
2
+$81.9M
3
+$77.6M
4
AAPL icon
Apple
AAPL
+$53.6M
5
JPM icon
JPMorgan Chase
JPM
+$36.3M

Sector Composition

1 Technology 6.65%
2 Financials 6.1%
3 Consumer Discretionary 4.13%
4 Communication Services 2.39%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$202K ﹤0.01%
+2,284
377
$202K ﹤0.01%
20,000
378
$202K ﹤0.01%
3,944
-31,400
379
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+2,125
380
$198K ﹤0.01%
1,398
-9,778
381
$194K ﹤0.01%
2,404
-10,610
382
$191K ﹤0.01%
92,372
383
$190K ﹤0.01%
2,720
-14,870
384
$181K ﹤0.01%
+5,584
385
$180K ﹤0.01%
17,800
386
$180K ﹤0.01%
4,334
-67,657
387
$179K ﹤0.01%
2,054
-26,689
388
$179K ﹤0.01%
+1,262
389
$176K ﹤0.01%
+1,532
390
$172K ﹤0.01%
6,872
+5,992
391
$169K ﹤0.01%
6,036
-2,519
392
$168K ﹤0.01%
3,000
-120,545
393
$165K ﹤0.01%
+2,448
394
$165K ﹤0.01%
+1,021
395
$163K ﹤0.01%
+497
396
$162K ﹤0.01%
2,165
-4,353
397
$158K ﹤0.01%
1,428
+1,185
398
$157K ﹤0.01%
+1,334
399
$153K ﹤0.01%
6,399
-108,175
400
$150K ﹤0.01%
1,708
-26,200
14 15
16
17 18