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
$3.8B
AUM Growth
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$46.4M
2
+$38.8M
3
+$38.7M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$32.2M
5
BABA icon
Alibaba
BABA
+$18M

Top Sells

1
+$109M
2
+$81.9M
3
+$77.6M
4
AAPL icon
Apple
AAPL
+$53.6M
5
JPM icon
JPMorgan Chase
JPM
+$36.3M

Sector Composition

1 Technology 6.65%
2 Financials 6.1%
3 Consumer Discretionary 4.13%
4 Communication Services 2.39%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$101K ﹤0.01%
10,000
427
$100K ﹤0.01%
10,000
428
$99.3K ﹤0.01%
1,211
+1,173
429
$98.7K ﹤0.01%
1,320
-4,050
430
$98.7K ﹤0.01%
2,767
+2,238
431
$98.6K ﹤0.01%
10,000
432
$97.7K ﹤0.01%
+2,523
433
$95.7K ﹤0.01%
1,173
434
$95.6K ﹤0.01%
705
-15,640
435
$94.9K ﹤0.01%
+448
436
$89.9K ﹤0.01%
6,528
-18,691
437
$88.9K ﹤0.01%
+695
438
$87.2K ﹤0.01%
+361
439
$86.9K ﹤0.01%
2,072
-14,089
440
$84.8K ﹤0.01%
+1,137
441
$84.1K ﹤0.01%
+1,470
442
$83.9K ﹤0.01%
+1,011
443
$75.8K ﹤0.01%
742
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444
$75.7K ﹤0.01%
+244
445
$75.6K ﹤0.01%
+457
446
$75.1K ﹤0.01%
1,231
-9,587
447
$71.7K ﹤0.01%
51,190
448
$70.7K ﹤0.01%
364
-25,362
449
$68.6K ﹤0.01%
8,510
-85,476
450
$67.2K ﹤0.01%
741
-5,325
16 17
18
19 20