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
$4.63B
AUM Growth
-$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$41.2M
3
+$35.7M
4
JPM icon
JPMorgan Chase
JPM
+$32.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$32M

Top Sells

1
+$293M
2
+$283M
3
+$225M
4
NUAN
Nuance Communications, Inc.
NUAN
+$147M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$62.7M

Sector Composition

1 Technology 9.36%
2 Financials 8.79%
3 Consumer Discretionary 5.51%
4 Communication Services 4.59%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$134K ﹤0.01%
553
+370
627
$127K ﹤0.01%
51,190
628
$124K ﹤0.01%
+1,420
629
$124K ﹤0.01%
+3,428
630
$124K ﹤0.01%
225,933
631
$114K ﹤0.01%
+183,333
632
$110K ﹤0.01%
4,788
-75,305
633
$106K ﹤0.01%
160,713
634
$100K ﹤0.01%
+10,000
635
$100K ﹤0.01%
+10,000
636
$99K ﹤0.01%
2,000
637
$99K ﹤0.01%
+10,000
638
$99K ﹤0.01%
10,000
639
$98K ﹤0.01%
10,000
640
$98K ﹤0.01%
10,000
641
$98K ﹤0.01%
10,000
642
$98K ﹤0.01%
10,000
643
$98K ﹤0.01%
10,000
644
$98K ﹤0.01%
10,000
645
$98K ﹤0.01%
10,000
646
$98K ﹤0.01%
10,000
647
$98K ﹤0.01%
10,000
648
$98K ﹤0.01%
10,000
649
$98K ﹤0.01%
10,000
650
$98K ﹤0.01%
10,000
24 25
26
27 28