Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 3.92%
This Quarter Est. Return
1 Year Est. Return
+3.92%
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 8.8%
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
776
$6K ﹤0.01%
+12,500
777
$6K ﹤0.01%
12,287
778
$5K ﹤0.01%
+12,500
779
$5K ﹤0.01%
12,500
780
$5K ﹤0.01%
+11,062
781
$5K ﹤0.01%
+25,000
782
$5K ﹤0.01%
16,666
783
$5K ﹤0.01%
17,564
784
$5K ﹤0.01%
12,500
785
$5K ﹤0.01%
25,000
786
$5K ﹤0.01%
+25,000
787
$4K ﹤0.01%
12,500
788
$4K ﹤0.01%
12,500
789
$4K ﹤0.01%
9
-71
790
$4K ﹤0.01%
10,000
791
$4K ﹤0.01%
16,666
792
$4K ﹤0.01%
+12,500
793
$4K ﹤0.01%
+25,000
794
$4K ﹤0.01%
16,666
795
$4K ﹤0.01%
+16,666
796
$4K ﹤0.01%
12,500
797
$4K ﹤0.01%
10,000
798
$4K ﹤0.01%
12,500
799
$3K ﹤0.01%
+12,500
800
$3K ﹤0.01%
+12,500
30 31
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