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
$3.39B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$73.2M
3
+$19.5M
4
WTW icon
Willis Towers Watson
WTW
+$11.7M
5
CVX icon
Chevron
CVX
+$11.3M

Top Sells

1
+$76.1M
2
+$23.6M
3
+$21.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$18.7M
5
AMZN icon
Amazon
AMZN
+$14.8M

Sector Composition

1 Financials 4.01%
2 Technology 3.54%
3 Consumer Discretionary 3.49%
4 Healthcare 3.08%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$270K ﹤0.01%
+50,541
477
$270K ﹤0.01%
+1,152
478
$270K ﹤0.01%
+9,120
479
$268K ﹤0.01%
3,014
+1,783
480
$268K ﹤0.01%
+8,617
481
$268K ﹤0.01%
+11,409
482
$267K ﹤0.01%
3,268
+2,671
483
$264K ﹤0.01%
+5,423
484
$262K ﹤0.01%
6,260
-2,788
485
$262K ﹤0.01%
+1,769
486
$261K ﹤0.01%
+3,761
487
$260K ﹤0.01%
+9,743
488
$260K ﹤0.01%
1,207
+1,202
489
$259K ﹤0.01%
2,496
+2,328
490
$256K ﹤0.01%
+3,475
491
$256K ﹤0.01%
2,107
-1,536
492
$255K ﹤0.01%
+25,000
493
$255K ﹤0.01%
+2,943
494
$255K ﹤0.01%
+6,433
495
$248K ﹤0.01%
2,394
-1,661
496
$248K ﹤0.01%
+50,846
497
$247K ﹤0.01%
+634
498
$247K ﹤0.01%
+1,027
499
$246K ﹤0.01%
+6,431
500
$246K ﹤0.01%
7,549
-13,131
18 19
20
21 22