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
451
$294K 0.01%
+7,800
452
$293K 0.01%
+4,000
453
$291K 0.01%
+12,136
454
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+7,543
455
$287K 0.01%
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456
$287K 0.01%
23,667
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457
$287K 0.01%
+10,700
458
$285K 0.01%
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459
$284K 0.01%
+1,934
460
$281K 0.01%
+8,690
461
$278K 0.01%
+19,576
462
$278K 0.01%
+6,627
463
$277K 0.01%
15,900
-17,100
464
$277K 0.01%
+2,200
465
$276K 0.01%
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466
$275K 0.01%
+21,273
467
$275K 0.01%
6,051
-1,249
468
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-9,832
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$273K 0.01%
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471
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472
$269K 0.01%
+14,200
473
$267K 0.01%
+6,000
474
$266K 0.01%
+3,255
475
$265K 0.01%
+10,120
17 18
19
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