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
$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
876
– –
-112,500
877
– –
0
878
– –
-122,646
879
– –
0
880
– –
-17,633
881
– –
-600,000
882
– –
-102,500
883
– –
-35,000
884
– –
-143,000
885
– –
-437,537
886
– –
-12,600
887
– –
-66,485
888
– –
-550,000
889
– –
-19,130
890
– –
-1,439,611
891
– –
-9,044
892
– –
-51,570
893
– –
-868,549
894
– –
-4,421,777
895
– –
-21,895
896
– –
-15,567
897
– –
-8,898
898
– –
-19,215
899
– –
-176,785
900
– –
0
34 35
36
37 38