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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
1001
– –
-53
1002
$0 ﹤0.01%
2
-2,502
1003
– –
0
1004
– –
-11,724
1005
– –
-4,740
1006
– –
-157
1007
– –
0
1008
– –
-216
1009
$0 ﹤0.01%
1
-37,046
1010
– –
0
1011
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-14,856
1012
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0
1013
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-5,001
1014
– –
-2,075
1015
– –
-11,806
1016
– –
-42,260
1017
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-82,343
1018
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-43
1019
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0
1020
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0
1021
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-200
1022
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-1,750
1023
– –
0
1024
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0
1025
– –
-4,542
39 40
41
42 43