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
676
$54.7K ﹤0.01%
1,029
-2,848
677
$53.2K ﹤0.01%
707
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678
$53K ﹤0.01%
548
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679
$52.5K ﹤0.01%
+221
680
$49.3K ﹤0.01%
898
-9,233
681
$46.5K ﹤0.01%
+12,669
682
$45.5K ﹤0.01%
702
-4,010
683
$44.8K ﹤0.01%
229
-90
684
$44.6K ﹤0.01%
211
-12,912
685
$44.1K ﹤0.01%
+13,737
686
$43.9K ﹤0.01%
426
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687
$43.4K ﹤0.01%
6,592
+1,670
688
$43.2K ﹤0.01%
376
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689
$41.6K ﹤0.01%
198
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690
$41.2K ﹤0.01%
293
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691
$41.1K ﹤0.01%
571
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$37.2K ﹤0.01%
+113
693
$35.1K ﹤0.01%
92
-2,329
694
$34.1K ﹤0.01%
92,372
695
$33.2K ﹤0.01%
284
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696
$32.9K ﹤0.01%
262
-25
697
$31.8K ﹤0.01%
286
+285
698
$29.7K ﹤0.01%
428
+424
699
$25.7K ﹤0.01%
524
+507
700
$25.4K ﹤0.01%
443
-3,377
26 27
28
29 30