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
$4.63B
AUM Growth
-$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$41.2M
3
+$35.7M
4
JPM icon
JPMorgan Chase
JPM
+$32.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$32M

Top Sells

1
+$293M
2
+$283M
3
+$225M
4
NUAN
Nuance Communications, Inc.
NUAN
+$147M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$62.7M

Sector Composition

1 Technology 9.36%
2 Financials 8.79%
3 Consumer Discretionary 5.51%
4 Communication Services 4.59%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$16K ﹤0.01%
50,000
727
$16K ﹤0.01%
50,000
728
$15K ﹤0.01%
210
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729
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+50,000
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$14K ﹤0.01%
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731
$14K ﹤0.01%
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$14K ﹤0.01%
50,000
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$14K ﹤0.01%
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734
$13K ﹤0.01%
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736
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50,000
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738
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739
$13K ﹤0.01%
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740
$13K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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747
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$12K ﹤0.01%
25,000
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$12K ﹤0.01%
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750
$12K ﹤0.01%
+50,000
28 29
30
31 32