Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.65B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$77.9M
3
+$66.7M
4
AMZN icon
Amazon
AMZN
+$65.6M
5
KSU
Kansas City Southern
KSU
+$56.8M

Top Sells

1
+$196M
2
+$160M
3
+$152M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$44.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$37.5M

Sector Composition

1 Technology 14.97%
2 Communication Services 9.57%
3 Industrials 7.5%
4 Healthcare 5.86%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$429K 0.01%
1,368
-1,026
477
$427K 0.01%
+1,707
478
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+1,308
479
$421K 0.01%
+2,504
480
$420K 0.01%
+24,487
481
$414K 0.01%
+2,894
482
$412K 0.01%
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483
$410K 0.01%
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484
$408K 0.01%
4,330
-25,934
485
$392K 0.01%
2,343
-740
486
$390K 0.01%
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487
$390K 0.01%
40,000
488
$388K 0.01%
40,000
489
$384K 0.01%
5,199
-8,663
490
$381K 0.01%
23,312
+20,035
491
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+4,542
492
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493
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494
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495
$349K 0.01%
52,349
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496
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9,555
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497
$337K 0.01%
+1,439
498
$337K 0.01%
+33,333
499
$330K 0.01%
+1,594
500
$329K 0.01%
+11,806
18 19
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