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
676
$5K ﹤0.01%
51,666
677
$5K ﹤0.01%
24,960
678
$5K ﹤0.01%
54,937
679
$5K ﹤0.01%
50,000
680
$5K ﹤0.01%
35,000
681
$5K ﹤0.01%
25,000
682
$5K ﹤0.01%
40,000
683
$5K ﹤0.01%
33,333
684
$5K ﹤0.01%
50,000
685
$4K ﹤0.01%
50,000
686
$4K ﹤0.01%
22,450
687
$4K ﹤0.01%
40,000
688
$4K ﹤0.01%
50,000
689
$4K ﹤0.01%
52,000
690
$4K ﹤0.01%
25,000
691
$4K ﹤0.01%
20,000
692
$4K ﹤0.01%
41,666
693
$4K ﹤0.01%
75,000
694
$4K ﹤0.01%
16,666
695
$4K ﹤0.01%
25,000
696
$3K ﹤0.01%
12,500
697
$3K ﹤0.01%
12,500
698
$3K ﹤0.01%
25,000
699
$3K ﹤0.01%
25,000
700
$3K ﹤0.01%
14,400
-35,600
26 27
28
29 30