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
$6.26B
AUM Growth
+$613M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$96.5M
3
+$54.9M
4
MDT icon
Medtronic
MDT
+$50.5M
5
GS icon
Goldman Sachs
GS
+$47.4M

Top Sells

1
+$98.5M
2
+$62.4M
3
+$58.9M
4
KSU
Kansas City Southern
KSU
+$55.2M
5
QCOM icon
Qualcomm
QCOM
+$47.6M

Sector Composition

1 Financials 10.9%
2 Communication Services 9.84%
3 Technology 9.78%
4 Industrials 4.78%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$98K ﹤0.01%
10,000
477
$97K ﹤0.01%
10,000
478
$97K ﹤0.01%
10,000
479
$97K ﹤0.01%
10,000
480
$97K ﹤0.01%
10,000
481
$97K ﹤0.01%
10,000
482
$97K ﹤0.01%
10,000
483
$89K ﹤0.01%
+249
484
$87K ﹤0.01%
85,400
485
$84K ﹤0.01%
150,050
486
$83K ﹤0.01%
+3,928
487
$83K ﹤0.01%
97,566
488
$78K ﹤0.01%
922
-32,747
489
$77K ﹤0.01%
144,600
490
$73K ﹤0.01%
+125,000
491
$68K ﹤0.01%
899
-146,483
492
$68K ﹤0.01%
85,000
493
$67K ﹤0.01%
646
-189
494
$66K ﹤0.01%
+162,789
495
$65K ﹤0.01%
25,000
496
$65K ﹤0.01%
116,666
497
$63K ﹤0.01%
35,000
498
$63K ﹤0.01%
+105,200
499
$62K ﹤0.01%
91,833
500
$62K ﹤0.01%
125,000
18 19
20
21 22