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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
$4.32B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$98.6M
2
+$94.1M
3
+$62.3M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$57.9M
5
NVDA icon
NVIDIA
NVDA
+$46.3M

Top Sells

1
+$26.1M
2
+$21.9M
3
+$19.5M
4
PYPL icon
PayPal
PYPL
+$18.2M
5
LOW icon
Lowe's Companies
LOW
+$15.8M

Sector Composition

1 Technology 8.95%
2 Financials 8.27%
3 Consumer Discretionary 6.37%
4 Communication Services 3.18%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
0
1027
– –
-6,142
1028
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-2,360
1029
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0
1030
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-2,315
1031
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0
1032
– –
-16,028
1033
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1034
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1035
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-7,500
1036
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-1,990
1037
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-1,002
1038
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0
1039
$0 ﹤0.01%
+10
1040
– –
-6,598
1041
$0 ﹤0.01%
+1
1042
– –
-440
1043
– –
-6,911
1044
– –
-1,581
1045
– –
-3,428
1046
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-1,399
1047
– –
-2,560
1048
– –
0
1049
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0
1050
– –
0
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