Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 3.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$983M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$93.8M
3
+$78.8M
4
AABA
Altaba Inc
AABA
+$73.1M
5
AGN
Allergan plc
AGN
+$43.7M

Top Sells

1
+$59.6M
2
+$22M
3
+$11.8M
4
FDC
First Data Corporation
FDC
+$7.72M
5
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$6.99M

Sector Composition

1 Healthcare 11.34%
2 Technology 11.3%
3 Communication Services 8.43%
4 Industrials 4.83%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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418
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15 16
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