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
$4.32B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$98.6M
2
+$94.1M
3
+$62.3M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$57.9M
5
NVDA icon
NVIDIA
NVDA
+$46.3M

Top Sells

1
+$26.1M
2
+$21.9M
3
+$19.5M
4
PYPL icon
PayPal
PYPL
+$18.2M
5
LOW icon
Lowe's Companies
LOW
+$15.8M

Sector Composition

1 Technology 8.95%
2 Financials 8.27%
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
701
$3K ﹤0.01%
37,500
702
$3K ﹤0.01%
37,500
703
$3K ﹤0.01%
50,000
704
$3K ﹤0.01%
33,333
705
$3K ﹤0.01%
19,355
706
$3K ﹤0.01%
15,000
707
$3K ﹤0.01%
35,150
708
$2K ﹤0.01%
10,000
709
$2K ﹤0.01%
17,500
710
$2K ﹤0.01%
16,666
711
$2K ﹤0.01%
12,500
712
$2K ﹤0.01%
12,500
713
$2K ﹤0.01%
16,666
714
$2K ﹤0.01%
25,000
715
$2K ﹤0.01%
11,062
716
$2K ﹤0.01%
10,000
717
$2K ﹤0.01%
16,666
718
$2K ﹤0.01%
33,333
719
$2K ﹤0.01%
17,564
720
$2K ﹤0.01%
12,500
721
$2K ﹤0.01%
12,500
722
$2K ﹤0.01%
25,000
723
$2K ﹤0.01%
23,167
724
$2K ﹤0.01%
12,500
725
$2K ﹤0.01%
12,500
27 28
29
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