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
551
$50K ﹤0.01%
830
+726
552
$50K ﹤0.01%
+122
553
$50K ﹤0.01%
666
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554
$50K ﹤0.01%
+540
555
$50K ﹤0.01%
134
-4,779
556
$50K ﹤0.01%
+580
557
$50K ﹤0.01%
87,500
558
$50K ﹤0.01%
60,566
559
$49K ﹤0.01%
221
-7,517
560
$49K ﹤0.01%
310
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561
$49K ﹤0.01%
373
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562
$49K ﹤0.01%
+451
563
$49K ﹤0.01%
590
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564
$49K ﹤0.01%
367
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565
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278
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566
$49K ﹤0.01%
179
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568
$49K ﹤0.01%
646
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569
$49K ﹤0.01%
1,313
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570
$49K ﹤0.01%
197
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571
$49K ﹤0.01%
639
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572
$49K ﹤0.01%
+2,215
573
$49K ﹤0.01%
1,050
+705
574
$49K ﹤0.01%
+117
575
$49K ﹤0.01%
269
-261,143
21 22
23
24 25