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
651
$8K ﹤0.01%
50,000
652
$8K ﹤0.01%
100,000
653
$8K ﹤0.01%
100,000
654
$7K ﹤0.01%
66,666
655
$7K ﹤0.01%
91,833
656
$7K ﹤0.01%
50,000
657
$7K ﹤0.01%
50,000
658
$7K ﹤0.01%
20,000
659
$7K ﹤0.01%
33,333
660
$7K ﹤0.01%
17,500
661
$7K ﹤0.01%
50,000
662
$6K ﹤0.01%
75,000
663
$6K ﹤0.01%
37,500
664
$6K ﹤0.01%
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665
$6K ﹤0.01%
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670
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50,000
671
$6K ﹤0.01%
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672
$5K ﹤0.01%
50,000
673
$5K ﹤0.01%
25,891
674
$5K ﹤0.01%
66,666
675
$5K ﹤0.01%
25,000
25 26
27
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