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
501
$245K ﹤0.01%
+5,990
502
$245K ﹤0.01%
+14,175
503
$242K ﹤0.01%
+3,450
504
$242K ﹤0.01%
+16,229
505
$242K ﹤0.01%
+2,279
506
$241K ﹤0.01%
+9,219
507
$237K ﹤0.01%
+4,081
508
$237K ﹤0.01%
1,141
-8,205
509
$236K ﹤0.01%
+41,907
510
$234K ﹤0.01%
1,581
+1,471
511
$234K ﹤0.01%
+11,779
512
$232K ﹤0.01%
1,282
-851
513
$232K ﹤0.01%
+2,770
514
$229K ﹤0.01%
+4,906
515
$229K ﹤0.01%
754
+749
516
$229K ﹤0.01%
+3,835
517
$227K ﹤0.01%
+3,444
518
$224K ﹤0.01%
1,385
+856
519
$224K ﹤0.01%
22,458
-4,056
520
$224K ﹤0.01%
+1,359
521
$224K ﹤0.01%
+13,911
522
$223K ﹤0.01%
+1,712
523
$223K ﹤0.01%
+16,560
524
$223K ﹤0.01%
+1,212
525
$221K ﹤0.01%
+1,107
19 20
21
22 23