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
576
$67K ﹤0.01%
+2,030
577
$67K ﹤0.01%
229
+220
578
$66K ﹤0.01%
+219
579
$66K ﹤0.01%
4,983
-450
580
$66K ﹤0.01%
+270
581
$66K ﹤0.01%
+7,670
582
$65K ﹤0.01%
611
-1,320
583
$64K ﹤0.01%
+750
584
$63K ﹤0.01%
+226
585
$59K ﹤0.01%
929
+928
586
$58K ﹤0.01%
160,713
587
$57K ﹤0.01%
+300,000
588
$50K ﹤0.01%
+3,343
589
$49K ﹤0.01%
187,500
590
$48K ﹤0.01%
97,566
591
$47K ﹤0.01%
275,000
592
$44K ﹤0.01%
+798
593
$35K ﹤0.01%
125,933
-100,000
594
$34K ﹤0.01%
616
-2,280
595
$33K ﹤0.01%
+325,000
596
$33K ﹤0.01%
35,000
597
$33K ﹤0.01%
52,300
598
$29K ﹤0.01%
+325,000
599
$29K ﹤0.01%
220,000
600
$28K ﹤0.01%
+890
22 23
24
25 26