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
$11.7B
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$183M
3
+$82M
4
GLD icon
SPDR Gold Trust
GLD
+$48.4M
5
K
Kellanova
K
+$45M

Top Sells

1
+$462M
2
+$367M
3
+$345M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$193M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$105M

Sector Composition

1 Technology 32.11%
2 Consumer Discretionary 20.8%
3 Communication Services 7.58%
4 Industrials 4.3%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-15,237
877
– –
0
878
– –
-29,030
879
– –
0
880
– –
0
881
– –
0
882
– –
0
883
– –
-50,000
884
– –
-4,050
885
– –
-10,478
886
– –
-21,300
887
– –
-5,750
888
– –
0
889
– –
-13,841
890
– –
0
891
– –
0
892
– –
0
893
– –
0
894
– –
-2,003
895
– –
0
896
– –
0
897
– –
-1,000,000
898
– –
-10,184
899
– –
0
900
– –
-42,897
34 35
36
37 38