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Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$35.2M
3
+$32.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19M
5
WSTC
West Corporation
WSTC
+$17.6M

Top Sells

1
+$50.2M
2
+$41.1M
3
+$28.8M
4
DD
Du Pont De Nemours E I
DD
+$24.1M
5
WOOF
VCA Inc.
WOOF
+$23M

Sector Composition

1 Technology 14.1%
2 Financials 8.11%
3 Consumer Staples 7%
4 Consumer Discretionary 6.86%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$74K ﹤0.01%
8,300
-74,500
477
$60K ﹤0.01%
2,736
-124,313
478
$51K ﹤0.01%
1,141
-10,266
479
$49K ﹤0.01%
1,281
-14,490
480
$39K ﹤0.01%
2,000,000
481
$1K ﹤0.01%
+15
482
– –
-12,000
483
– –
-28,653
484
– –
-13,400
485
– –
-15,126
486
– –
0
487
– –
0
488
– –
-18,200
489
– –
-148,982
490
– –
-6,469
491
– –
-101,872
492
– –
-1,067
493
– –
-17,175
494
– –
-8,300
495
– –
-85,350
496
– –
-4,303
497
– –
-6,700
498
– –
0
499
– –
-39,717
500
– –
0
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