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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
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502
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503
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504
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505
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-98,197
506
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507
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-26,632
508
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-1,900
509
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-21,660
510
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-7,700
511
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512
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513
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-3,200
514
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515
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0
516
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517
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-67,400
518
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519
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-9,799
520
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0
521
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522
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523
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-37,210
524
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-26,550
525
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-28,300
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