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
$4.58B
AUM Growth
-$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,562
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$73.4M
3
+$41.4M
4
AMZN icon
Amazon
AMZN
+$26.3M
5
INTC icon
Intel
INTC
+$19.6M

Top Sells

1
+$102M
2
+$96.1M
3
+$75.4M
4
CRWD icon
CrowdStrike
CRWD
+$65M
5
TSLA icon
Tesla
TSLA
+$47.2M

Sector Composition

1 Consumer Discretionary 6.23%
2 Technology 5.12%
3 Financials 3.12%
4 Healthcare 3.07%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M ﹤0.01%
8,207
+803
227
$1.06M ﹤0.01%
62,220
-192,849
228
$1.05M ﹤0.01%
9,675
+5,431
229
$1.05M ﹤0.01%
4,012
-37
230
$1.04M ﹤0.01%
46,893
-55,075
231
$1.04M ﹤0.01%
9,351
-2,636
232
$1.02M ﹤0.01%
3,444
+1,999
233
$1.01M ﹤0.01%
13,833
+8,272
234
$1M ﹤0.01%
27,148
-3,045
235
$998K ﹤0.01%
5,811
-25,768
236
$997K ﹤0.01%
4,928
+3,390
237
$988K ﹤0.01%
9,858
-5,365
238
$979K ﹤0.01%
1,807
+1,054
239
$979K ﹤0.01%
3,804
-3,093
240
$977K ﹤0.01%
32,050
+24,440
241
$971K ﹤0.01%
2,855
+1,337
242
$964K ﹤0.01%
9,050
-7,080
243
$962K ﹤0.01%
17,758
+16,875
244
$955K ﹤0.01%
+7,223
245
$955K ﹤0.01%
+90,323
246
$952K ﹤0.01%
23,950
+7,872
247
$941K ﹤0.01%
5,726
+1,951
248
$934K ﹤0.01%
56,141
-8,638
249
$931K ﹤0.01%
27,888
-65,130
250
$929K ﹤0.01%
4,394
-1,717
8 9
10
11 12