Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.39B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$88.3M
2
+$66.7M
3
+$15.3M
4
CVX icon
Chevron
CVX
+$11.5M
5
WTW icon
Willis Towers Watson
WTW
+$11.5M

Top Sells

1
+$78M
2
+$23.6M
3
+$21.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.8M
5
MSFT icon
Microsoft
MSFT
+$13.3M

Sector Composition

1 Financials 4.01%
2 Technology 3.53%
3 Consumer Discretionary 3.48%
4 Healthcare 3.08%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
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877
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878
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0
879
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880
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881
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-50,000
882
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-50,000
883
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884
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-5,305
885
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-25,000
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