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
751
$12K ﹤0.01%
50,000
752
$12K ﹤0.01%
35,150
753
$11K ﹤0.01%
37,500
754
$10K ﹤0.01%
+25,000
755
$10K ﹤0.01%
40,000
756
$10K ﹤0.01%
+25,000
757
$10K ﹤0.01%
+37,500
758
$10K ﹤0.01%
33,333
759
$9K ﹤0.01%
33,333
760
$9K ﹤0.01%
33,333
761
$9K ﹤0.01%
50,000
762
$9K ﹤0.01%
19,355
763
$9K ﹤0.01%
17,500
764
$8K ﹤0.01%
+25,000
765
$8K ﹤0.01%
+25,000
766
$8K ﹤0.01%
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767
$8K ﹤0.01%
41,666
768
$7K ﹤0.01%
+15,000
769
$7K ﹤0.01%
23,167
770
$7K ﹤0.01%
22,450
771
$7K ﹤0.01%
+25,000
772
$7K ﹤0.01%
+25,000
773
$7K ﹤0.01%
18,750
774
$6K ﹤0.01%
+25,000
775
$6K ﹤0.01%
+33,333
29 30
31
32 33