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
$4.32B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,233
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$79.9M
3
+$58.2M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$55.3M
5
AAPL icon
Apple
AAPL
+$39.6M

Top Sells

1
+$24.3M
2
+$24.2M
3
+$22.5M
4
MSFT icon
Microsoft
MSFT
+$18.4M
5
HD icon
Home Depot
HD
+$14.4M

Sector Composition

1 Technology 8.95%
2 Financials 8.33%
3 Consumer Discretionary 6.37%
4 Communication Services 3.18%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$69K ﹤0.01%
868
-1,250
552
$69K ﹤0.01%
959
-1,330
553
$69K ﹤0.01%
1,344
-18,248
554
$69K ﹤0.01%
+310
555
$69K ﹤0.01%
+3,140
556
$69K ﹤0.01%
995
+990
557
$69K ﹤0.01%
2,191
-3,500
558
$69K ﹤0.01%
1,431
-1,700
559
$69K ﹤0.01%
+2,431
560
$69K ﹤0.01%
1,449
-2,270
561
$69K ﹤0.01%
+607
562
$69K ﹤0.01%
+920
563
$69K ﹤0.01%
804
-5,926
564
$69K ﹤0.01%
1,737
-2,700
565
$69K ﹤0.01%
12,089
+350
566
$68K ﹤0.01%
829
-1,630
567
$68K ﹤0.01%
2,360
-3,260
568
$68K ﹤0.01%
+1,300
569
$68K ﹤0.01%
207
-90
570
$68K ﹤0.01%
691
-59,265
571
$68K ﹤0.01%
3,631
+3,630
572
$68K ﹤0.01%
559
-6,211
573
$68K ﹤0.01%
1,440
-6,007
574
$67K ﹤0.01%
389
-11,345
575
$67K ﹤0.01%
261
+260
21 22
23
24 25