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
$6.26B
AUM Growth
+$613M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$111M
3
+$56.5M
4
BAC icon
Bank of America
BAC
+$56.2M
5
GS icon
Goldman Sachs
GS
+$49M

Top Sells

1
+$94.9M
2
+$62.8M
3
+$55.2M
4
AAPL icon
Apple
AAPL
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.8M

Sector Composition

1 Financials 10.92%
2 Communication Services 10.37%
3 Technology 9.78%
4 Industrials 4.78%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-28,070
902
– –
0
903
– –
-13,416
904
– –
0
905
– –
-221
906
– –
0
907
– –
-46,389
908
– –
0
909
$0 ﹤0.01%
1
-1,506
910
– –
-4,597
911
– –
0
912
– –
0
913
– –
0
914
– –
0
915
– –
-6,900
916
– –
-21,336
917
– –
0
918
– –
-11,150
919
– –
0
920
– –
-56,695
921
– –
-1,707
922
$0 ﹤0.01%
1
-20,137
923
– –
-706
924
– –
0
925
– –
-78
35 36
37
38 39