Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$88.3M
2
+$66.7M
3
+$15.3M
4
CVX icon
Chevron
CVX
+$11.5M
5
WTW icon
Willis Towers Watson
WTW
+$11.5M

Top Sells

1
+$78M
2
+$23.6M
3
+$21.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$13.3M

Sector Composition

1 Financials 4.01%
2 Technology 3.53%
3 Consumer Discretionary 3.48%
4 Healthcare 3.08%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$344K 0.01%
+12,707
402
$344K 0.01%
33,188
403
$343K 0.01%
5,485
+4,016
404
$342K 0.01%
+2,443
405
$341K 0.01%
1,858
+933
406
$340K 0.01%
5,784
+5,070
407
$339K 0.01%
+3,141
408
$339K 0.01%
+81,402
409
$339K 0.01%
1,500
-1,047
410
$338K 0.01%
+2,436
411
$338K 0.01%
+883
412
$337K 0.01%
4,431
-2,623
413
$337K 0.01%
3,725
-23,479
414
$336K 0.01%
+2,276
415
$330K 0.01%
+1,120
416
$328K 0.01%
+15,759
417
$327K 0.01%
4,306
-79
418
$326K 0.01%
+1,647
419
$322K 0.01%
11,239
+3,445
420
$321K 0.01%
3,294
+3,292
421
$320K 0.01%
+22,549
422
$319K 0.01%
9,405
-7,778
423
$319K 0.01%
1,831
424
$319K 0.01%
+11,653
425
$316K 0.01%
+6,140
15 16
17
18 19