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
251
$928K ﹤0.01%
30,540
+14,560
252
$927K ﹤0.01%
2,169
-1,159
253
$925K ﹤0.01%
6,845
-8,098
254
$921K ﹤0.01%
23,578
-6,641
255
$921K ﹤0.01%
49,210
-63,583
256
$920K ﹤0.01%
+17,336
257
$919K ﹤0.01%
+50,272
258
$918K ﹤0.01%
+12,470
259
$915K ﹤0.01%
11,224
-4,795
260
$913K ﹤0.01%
2,771
+785
261
$913K ﹤0.01%
47,757
-134,770
262
$909K ﹤0.01%
2,227
+1,537
263
$898K ﹤0.01%
2,461
-1,151
264
$896K ﹤0.01%
15,053
+7,199
265
$895K ﹤0.01%
27,651
-42,172
266
$892K ﹤0.01%
31,381
+22,079
267
$891K ﹤0.01%
16,512
+2,562
268
$889K ﹤0.01%
300
269
$887K ﹤0.01%
29,639
+17,778
270
$886K ﹤0.01%
11,426
-12,879
271
$884K ﹤0.01%
9,236
+1,178
272
$883K ﹤0.01%
1,566
-5,847
273
$881K ﹤0.01%
9,319
-5,609
274
$878K ﹤0.01%
54,022
-28,917
275
$878K ﹤0.01%
66,645
+33,737
9 10
11
12 13