Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63B
AUM Growth
-$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$47.8M
3
+$35.4M
4
AAPL icon
Apple
AAPL
+$34.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$31.1M

Top Sells

1
+$283M
2
+$275M
3
+$225M
4
NUAN
Nuance Communications, Inc.
NUAN
+$147M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$62.3M

Sector Composition

1 Technology 9.36%
2 Financials 8.8%
3 Consumer Discretionary 5.51%
4 Communication Services 4.67%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$24K ﹤0.01%
+50,000
702
$23K ﹤0.01%
52,000
703
$23K ﹤0.01%
112,500
704
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705
$23K ﹤0.01%
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$23K ﹤0.01%
100,000
707
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30,000
708
$21K ﹤0.01%
+50,000
709
$21K ﹤0.01%
51,666
710
$21K ﹤0.01%
+62,500
711
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50,000
712
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$20K ﹤0.01%
+33,750
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37,500
715
$19K ﹤0.01%
74,999
716
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$18K ﹤0.01%
+50,000
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66,666
719
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721
$17K ﹤0.01%
53,266
722
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+60,000
723
$16K ﹤0.01%
50,000
724
$16K ﹤0.01%
50,000
725
$16K ﹤0.01%
+504
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