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
626
$119K ﹤0.01%
1,531
+1,518
627
$119K ﹤0.01%
+37,208
628
$118K ﹤0.01%
1,020
+178
629
$118K ﹤0.01%
+11,068
630
$118K ﹤0.01%
+11,785
631
$113K ﹤0.01%
+1,031
632
$111K ﹤0.01%
237
+236
633
$111K ﹤0.01%
1,929
-9,773
634
$110K ﹤0.01%
1,630
+1,522
635
$110K ﹤0.01%
+18,327
636
$110K ﹤0.01%
769
+387
637
$108K ﹤0.01%
481
+198
638
$108K ﹤0.01%
+15,368
639
$107K ﹤0.01%
736
+633
640
$107K ﹤0.01%
+21,438
641
$105K ﹤0.01%
2,310
+2,260
642
$105K ﹤0.01%
3,595
+2,143
643
$104K ﹤0.01%
+356
644
$104K ﹤0.01%
+3,571
645
$102K ﹤0.01%
+10,457
646
$102K ﹤0.01%
454
-422
647
$99.9K ﹤0.01%
199
+155
648
$98.7K ﹤0.01%
+11,035
649
$94.2K ﹤0.01%
785
-494
650
$92.7K ﹤0.01%
5,363
+2,198
24 25
26
27 28