We are live on ! Find out more
Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$843M
3
+$596M
4
AAPL icon
Apple
AAPL
+$274M
5
AMZN icon
Amazon
AMZN
+$242M

Top Sells

1
+$1.14B
2
+$577M
3
+$509M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$184M
5
INTC icon
Intel
INTC
+$92.6M

Sector Composition

1 Consumer Discretionary 26.04%
2 Technology 25.94%
3 Communication Services 8.03%
4 Industrials 2.26%
5 Financials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-18,315
777
– –
-17,993
778
– –
-3,338
779
– –
-2,928
780
– –
-5,999
781
– –
-25,150
782
– –
-10,381
783
– –
-770
784
– –
-6,590
785
– –
-928
786
– –
-490
787
– –
-688
788
– –
-6,836
789
– –
-10,005
790
– –
-66,852
791
– –
-10,539
792
– –
-14,462
793
– –
-1,215
794
– –
-21,028
795
– –
-7,939
796
– –
-10,540
797
– –
0
798
– –
-3,528
799
– –
-1
800
– –
-4,650
29 30 31
32
33