Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
+$700M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$115M
3
+$62.9M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$53.5M
5
MON
Monsanto Co
MON
+$38.2M

Top Sells

1
+$34.6M
2
+$27.2M
3
+$24.5M
4
DTV
DIRECTV COM STK (DE)
DTV
+$21.7M
5
VOD icon
Vodafone
VOD
+$14.3M

Sector Composition

1 Technology 11.68%
2 Communication Services 5.62%
3 Healthcare 4.45%
4 Consumer Staples 3.8%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$468K 0.02%
+27,355
127
$455K 0.02%
+5,605
128
$416K 0.02%
+2,775
129
$414K 0.02%
8,660
+7,744
130
$396K 0.02%
4,631
+1,707
131
$394K 0.02%
20,870
-8,830
132
$360K 0.02%
4,325
-54,549
133
$352K 0.01%
+2,957
134
$334K 0.01%
+35,000
135
$331K 0.01%
3,842
-6,364
136
$295K 0.01%
+10,105
137
$293K 0.01%
+5,316
138
$292K 0.01%
+6,996
139
$283K 0.01%
+6,650
140
$275K 0.01%
+42,700
141
$274K 0.01%
+7,190
142
$255K 0.01%
+56
143
$183K 0.01%
+26,199
144
$178K 0.01%
+5,000
145
$150K 0.01%
+1,250
146
$139K 0.01%
300,000
147
$134K 0.01%
+5,852
148
$107K ﹤0.01%
+5,138
149
$86K ﹤0.01%
+1,386
150
$83K ﹤0.01%
1,700
-18,300
4 5
6
7 8