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
$1.96B
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$33.4M
3
+$32.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$27.5M
5
VR
Validus Hold Ltd
VR
+$23.8M

Top Sells

1
+$301M
2
+$63.1M
3
+$55M
4
MCD icon
McDonald's
MCD
+$33M
5
JNJ icon
Johnson & Johnson
JNJ
+$25.2M

Sector Composition

1 Technology 11.03%
2 Financials 5.31%
3 Communication Services 3.58%
4 Energy 1.56%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-14,959
427
– –
-12,400
428
– –
-6,956
429
– –
-1,700
430
– –
0
431
– –
-5,530
14 15 16 17
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