Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 3.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
-$562M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$30.6M
3
+$18.1M
4
GS icon
Goldman Sachs
GS
+$14.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.9M

Top Sells

1
+$58.6M
2
+$49.4M
3
+$43.3M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$42.8M
5
O icon
Realty Income
O
+$41.6M

Sector Composition

1 Financials 3.69%
2 Healthcare 2.64%
3 Technology 2.43%
4 Consumer Discretionary 1.54%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
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