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
451
$66.6K ﹤0.01%
197
+182
452
$65.3K ﹤0.01%
+1,575
453
$62.5K ﹤0.01%
1,271
-8,462
454
$60.1K ﹤0.01%
1,142
-48,060
455
$58.5K ﹤0.01%
9,200
-24,608
456
$55.4K ﹤0.01%
2,008
-33,145
457
$55.2K ﹤0.01%
3,166
-102,495
458
$53.1K ﹤0.01%
+863
459
$46.3K ﹤0.01%
+318
460
$40.9K ﹤0.01%
+317
461
$39K ﹤0.01%
54
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462
$38.6K ﹤0.01%
+377
463
$33.6K ﹤0.01%
2,567
-55,048
464
$32.1K ﹤0.01%
+323
465
$30.6K ﹤0.01%
465
-8,101
466
$28.9K ﹤0.01%
160
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467
$25.7K ﹤0.01%
570
-4,736
468
$24.4K ﹤0.01%
1,741
-25,761
469
$23K ﹤0.01%
96
-7,836
470
$20.7K ﹤0.01%
+1,274
471
$20.4K ﹤0.01%
335
-9,376
472
$11.8K ﹤0.01%
+105
473
$10.1K ﹤0.01%
106
+26
474
$7.94K ﹤0.01%
284
475
$7.07K ﹤0.01%
+92
17 18
19
20 21