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
976
– –
-57
977
– –
0
978
– –
0
979
– –
0
980
– –
-4,921
981
– –
-9,529
982
– –
-19,595
983
– –
0
984
– –
-22,781
985
– –
0
986
– –
0
987
– –
-138,465
988
– –
-32,676
989
– –
-7,536
990
– –
-1,652
991
– –
0
992
– –
-24,924
993
– –
-9,385
994
– –
-20,385
995
– –
0
996
– –
-9,358
997
– –
0
998
– –
0
999
$0 ﹤0.01%
1
1000
– –
-374
38 39
40
41 42