We are live on ! Find out more
Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$35.2M
3
+$32.9M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19M
5
WSTC
West Corporation
WSTC
+$17.6M

Top Sells

1
+$50.2M
2
+$41.1M
3
+$28.8M
4
DD
Du Pont De Nemours E I
DD
+$24.1M
5
WOOF
VCA Inc.
WOOF
+$23M

Sector Composition

1 Technology 14.1%
2 Financials 8.11%
3 Consumer Staples 7%
4 Consumer Discretionary 6.86%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-55,334
602
– –
-1,844
603
– –
-135,723
604
– –
-28,311
605
– –
-75,127
606
– –
-22,815
607
– –
-41,736
608
– –
-57,353
609
– –
-8,143
610
– –
-283,060
611
– –
-51,248
612
– –
-120,741
613
– –
-450,000
614
– –
-6,000
615
– –
-16,788
616
– –
-26,696
617
– –
0
618
– –
-3,562
619
– –
-8,221
620
– –
-38,189
621
– –
-89,849
622
– –
-100
623
– –
-13,428
624
– –
0
625
– –
-96,275
23 24
25
26 27