Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$88.3M
2
+$66.7M
3
+$15.3M
4
CVX icon
Chevron
CVX
+$11.5M
5
WTW icon
Willis Towers Watson
WTW
+$11.5M

Top Sells

1
+$78M
2
+$23.6M
3
+$21.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$13.3M

Sector Composition

1 Financials 4.01%
2 Technology 3.53%
3 Consumer Discretionary 3.48%
4 Healthcare 3.08%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$208K 0.01%
+6,621
552
$206K 0.01%
2,700
+2,696
553
$206K 0.01%
+7,944
554
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555
$204K 0.01%
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556
$203K 0.01%
6,032
+5,330
557
$203K 0.01%
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558
$201K 0.01%
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$200K 0.01%
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560
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975
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561
$199K 0.01%
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562
$196K 0.01%
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563
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564
$195K 0.01%
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565
$194K 0.01%
+61,064
566
$193K 0.01%
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569
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2,200
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6,022
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572
$190K 0.01%
5,064
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573
$190K 0.01%
5,074
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574
$189K 0.01%
1,524
+1,512
575
$188K 0.01%
+23,861
21 22
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