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
526
$221K ﹤0.01%
940
-157
527
$220K ﹤0.01%
+1,616
528
$218K ﹤0.01%
+4,848
529
$218K ﹤0.01%
+1,396
530
$217K ﹤0.01%
1,828
+1,191
531
$217K ﹤0.01%
874
+741
532
$217K ﹤0.01%
+5,303
533
$216K ﹤0.01%
4,446
+4,442
534
$216K ﹤0.01%
+10,671
535
$215K ﹤0.01%
+5,375
536
$215K ﹤0.01%
1,969
-20,174
537
$213K ﹤0.01%
+1,796
538
$213K ﹤0.01%
+6,278
539
$213K ﹤0.01%
2,371
-4,043
540
$213K ﹤0.01%
4,963
+3,592
541
$212K ﹤0.01%
24,395
+13,223
542
$212K ﹤0.01%
+12,735
543
$211K ﹤0.01%
+5,742
544
$211K ﹤0.01%
+1,927
545
$211K ﹤0.01%
493
-1,087
546
$209K ﹤0.01%
+19,124
547
$209K ﹤0.01%
+8,566
548
$208K ﹤0.01%
+385
549
$208K ﹤0.01%
2,282
-240
550
$208K ﹤0.01%
1,894
+552
20 21
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