We are live on ! Find out more
Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$843M
3
+$596M
4
AAPL icon
Apple
AAPL
+$274M
5
AMZN icon
Amazon
AMZN
+$242M

Top Sells

1
+$1.14B
2
+$577M
3
+$509M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$184M
5
INTC icon
Intel
INTC
+$92.6M

Sector Composition

1 Consumer Discretionary 26.04%
2 Technology 25.94%
3 Communication Services 8.03%
4 Industrials 2.26%
5 Financials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-4,099
677
– –
-980
678
– –
-2,380
679
– –
-1,067
680
– –
-4,200
681
– –
-8,448
682
– –
-23,504
683
– –
-40,002
684
– –
-2,626
685
– –
-7,493
686
– –
-3,064
687
– –
-5,282
688
– –
0
689
– –
-75,920
690
– –
-8,108
691
– –
-24,765
692
– –
-3,472
693
– –
0
694
– –
-2,398
695
– –
-6,100
696
– –
-1,849
697
– –
-28,124
698
– –
-3,321
699
– –
-2,722
700
– –
-133,300
26 27
28
29 30