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
$6.26B
AUM Growth
+$613M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$111M
3
+$56.5M
4
BAC icon
Bank of America
BAC
+$56.2M
5
GS icon
Goldman Sachs
GS
+$49M

Top Sells

1
+$94.9M
2
+$62.8M
3
+$55.2M
4
AAPL icon
Apple
AAPL
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.8M

Sector Composition

1 Financials 10.92%
2 Communication Services 10.37%
3 Technology 9.78%
4 Industrials 4.78%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-12,928
802
– –
-1,241
803
– –
-18,057
804
– –
-3,484
805
– –
0
806
– –
-33,720
807
– –
-1,068
808
– –
-192
809
– –
-345
810
– –
0
811
– –
0
812
– –
-16,225
813
– –
-24,116
814
– –
0
815
– –
0
816
– –
-16,950
817
– –
0
818
– –
-1
819
– –
-1,232
820
– –
-22,114
821
– –
0
822
– –
-2,490
823
– –
-13,208
824
– –
-20,672
825
– –
-7,659
31 32
33
34 35