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
376
$380K ﹤0.01%
+1,729
377
$379K ﹤0.01%
+5,442
378
$373K ﹤0.01%
+12,785
379
$370K ﹤0.01%
+21,070
380
$369K ﹤0.01%
1,208
+1,206
381
$365K ﹤0.01%
+8,595
382
$364K ﹤0.01%
7,969
+6,097
383
$364K ﹤0.01%
+21,437
384
$364K ﹤0.01%
+10,098
385
$362K ﹤0.01%
+40,649
386
$361K ﹤0.01%
+20,628
387
$360K ﹤0.01%
+2,305
388
$358K ﹤0.01%
7,203
+5,635
389
$356K ﹤0.01%
+5,643
390
$353K ﹤0.01%
+5,951
391
$351K ﹤0.01%
5,868
+3,787
392
$350K ﹤0.01%
+2,160
393
$347K ﹤0.01%
+7,979
394
$347K ﹤0.01%
+37,410
395
$347K ﹤0.01%
+19,491
396
$345K ﹤0.01%
+4,310
397
$345K ﹤0.01%
+8,859
398
$344K ﹤0.01%
2,480
+2,343
399
$344K ﹤0.01%
4,899
+2,864
400
$344K ﹤0.01%
+35,793
14 15
16
17 18