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
$4.32B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$98.6M
2
+$94.1M
3
+$62.3M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$57.9M
5
NVDA icon
NVIDIA
NVDA
+$46.3M

Top Sells

1
+$26.1M
2
+$21.9M
3
+$19.5M
4
PYPL icon
PayPal
PYPL
+$18.2M
5
LOW icon
Lowe's Companies
LOW
+$15.8M

Sector Composition

1 Technology 8.95%
2 Financials 8.27%
3 Consumer Discretionary 6.37%
4 Communication Services 3.18%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
0
877
– –
0
878
– –
-5,831
879
– –
-112,693
880
– –
-1
881
– –
-209,747
882
– –
0
883
– –
-4,691
884
– –
-10,000
885
– –
0
886
– –
-2,772
887
– –
-84,713
888
– –
-99
889
– –
-1,770
890
– –
0
891
– –
0
892
– –
0
893
– –
0
894
– –
-1,519
895
– –
0
896
– –
0
897
– –
0
898
– –
-204,763
899
– –
0
900
– –
-1
34 35
36
37 38