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
$1.91B
AUM Growth
-$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$52.3M
3
+$42.5M
4
LLTC
Linear Technology Corp
LLTC
+$15.8M
5
TSLA icon
Tesla
TSLA
+$9.16M

Top Sells

1
+$70.4M
2
+$60.3M
3
+$51.7M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$31.5M
5
VA
Virgin America Inc.
VA
+$25.7M

Sector Composition

1 Technology 16.73%
2 Financials 10.17%
3 Industrials 8.11%
4 Consumer Discretionary 7.79%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$389K 0.01%
+7,800
402
$388K 0.01%
6,100
+300
403
$387K 0.01%
+9,056
404
$382K 0.01%
+8,600
405
$380K 0.01%
+7,000
406
$379K 0.01%
+10,600
407
$375K 0.01%
+9,802
408
$375K 0.01%
299
-658
409
$371K 0.01%
+18,500
410
$366K 0.01%
7,200
+900
411
$364K 0.01%
+7,733
412
$363K 0.01%
+21,100
413
$363K 0.01%
+12,212
414
$362K 0.01%
+8,700
415
$355K 0.01%
18,899
+1,700
416
$354K 0.01%
+9,265
417
$349K 0.01%
2,301
-487
418
$347K 0.01%
+8,200
419
$341K 0.01%
9,300
-1,700
420
$332K 0.01%
+12,448
421
$331K 0.01%
+3,800
422
$331K 0.01%
+3,115
423
$330K 0.01%
+6,710
424
$330K 0.01%
+5,750
425
$329K 0.01%
+5,500
15 16
17
18 19