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
551
$208K ﹤0.01%
+6,621
552
$206K ﹤0.01%
2,700
+2,696
553
$206K ﹤0.01%
+7,944
554
$206K ﹤0.01%
+6,815
555
$204K ﹤0.01%
+4,463
556
$203K ﹤0.01%
6,032
+5,330
557
$203K ﹤0.01%
+5,272
558
$201K ﹤0.01%
1,971
+1,969
559
$200K ﹤0.01%
4,973
+787
560
$199K ﹤0.01%
975
+734
561
$199K ﹤0.01%
+11,464
562
$196K ﹤0.01%
+425
563
$196K ﹤0.01%
+12,763
564
$195K ﹤0.01%
+3,137
565
$194K ﹤0.01%
+61,064
566
$193K ﹤0.01%
1,348
+124
567
$193K ﹤0.01%
860
-6,113
568
$192K ﹤0.01%
+15,620
569
$191K ﹤0.01%
+23,451
570
$191K ﹤0.01%
2,200
-39,780
571
$190K ﹤0.01%
6,022
-6,943
572
$190K ﹤0.01%
5,064
+710
573
$190K ﹤0.01%
5,074
+3,867
574
$189K ﹤0.01%
1,524
+1,512
575
$188K ﹤0.01%
+23,861
21 22
23
24 25