Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.7B
1-Year Est. Return 2.17%
This Quarter Est. Return
1 Year Est. Return
+2.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.39B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$73.2M
3
+$19.5M
4
WTW icon
Willis Towers Watson
WTW
+$11.7M
5
CVX icon
Chevron
CVX
+$11.3M

Top Sells

1
+$76.1M
2
+$23.6M
3
+$21.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$18.7M
5
AMZN icon
Amazon
AMZN
+$14.8M

Sector Composition

1 Financials 4.01%
2 Technology 3.54%
3 Consumer Discretionary 3.49%
4 Healthcare 3.08%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.01%
16,828
+11,580
177
$1.02M 0.01%
29,279
+19,872
178
$1.02M 0.01%
23,003
+5,475
179
$1.02M 0.01%
+74,057
180
$1.02M 0.01%
+2,686
181
$1.01M 0.01%
+2,457
182
$976K ﹤0.01%
+16,205
183
$966K ﹤0.01%
2,192
-5,647
184
$961K ﹤0.01%
36,683
+8,618
185
$956K ﹤0.01%
4,218
-3,950
186
$945K ﹤0.01%
10,900
-29
187
$935K ﹤0.01%
+10,632
188
$928K ﹤0.01%
+4,971
189
$922K ﹤0.01%
+8,195
190
$907K ﹤0.01%
+28,437
191
$904K ﹤0.01%
7,334
+5,803
192
$904K ﹤0.01%
12,390
+12,332
193
$897K ﹤0.01%
+12,353
194
$896K ﹤0.01%
+5,693
195
$896K ﹤0.01%
+39,754
196
$896K ﹤0.01%
+27,883
197
$884K ﹤0.01%
46,928
+9,262
198
$874K ﹤0.01%
17,124
+13,062
199
$870K ﹤0.01%
+44,540
200
$840K ﹤0.01%
5,811
+5,161
6 7
8
9 10