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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
$5.65B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$77.9M
3
+$66.7M
4
AMZN icon
Amazon
AMZN
+$65.6M
5
KSU
Kansas City Southern
KSU
+$56.8M

Top Sells

1
+$196M
2
+$160M
3
+$152M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$44.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$37.5M

Sector Composition

1 Technology 14.95%
2 Communication Services 9.57%
3 Industrials 7.5%
4 Healthcare 5.86%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
+98
827
$4K ﹤0.01%
+25
828
$4K ﹤0.01%
+23
829
$4K ﹤0.01%
60
-6,019
830
$4K ﹤0.01%
+179
831
$4K ﹤0.01%
+24
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$4K ﹤0.01%
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$3K ﹤0.01%
+57
834
$3K ﹤0.01%
+10
835
$3K ﹤0.01%
+56
836
$2K ﹤0.01%
+34
837
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842
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843
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844
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845
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32 33
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