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
$2.15B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$91.6M
2
+$35.3M
3
+$32.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$18.9M
5
SPLS
Staples Inc
SPLS
+$17.4M

Top Sells

1
+$50.6M
2
+$40.4M
3
+$28.8M
4
DD
Du Pont De Nemours E I
DD
+$24.1M
5
WOOF
VCA Inc.
WOOF
+$23.1M

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
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483
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484
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-144,082
485
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-93,215
486
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-6,431
487
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0
488
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489
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490
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491
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-11,630
492
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493
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494
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495
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496
– –
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497
– –
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498
– –
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499
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-28,311
500
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-75,127
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