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
276
$869K ﹤0.01%
24,696
-1,723
277
$864K ﹤0.01%
17,306
-67,703
278
$864K ﹤0.01%
5,464
+3,620
279
$854K ﹤0.01%
11,585
+1,544
280
$848K ﹤0.01%
9,479
+1,860
281
$843K ﹤0.01%
2,564
+1,140
282
$842K ﹤0.01%
933
-122
283
$840K ﹤0.01%
+22,748
284
$839K ﹤0.01%
11,320
-5,540
285
$832K ﹤0.01%
2,655
+100
286
$828K ﹤0.01%
4,658
+3,017
287
$824K ﹤0.01%
8,838
+4,911
288
$817K ﹤0.01%
+53,425
289
$813K ﹤0.01%
10,434
-521,051
290
$811K ﹤0.01%
4,634
-18,043
291
$809K ﹤0.01%
2,922
+1,586
292
$808K ﹤0.01%
5,559
-4,772
293
$806K ﹤0.01%
7,199
-631
294
$795K ﹤0.01%
4,497
+3,983
295
$793K ﹤0.01%
21,736
-12,824
296
$792K ﹤0.01%
+211,764
297
$788K ﹤0.01%
16,157
-33,258
298
$786K ﹤0.01%
27,035
+16,631
299
$780K ﹤0.01%
29,256
+2,695
300
$780K ﹤0.01%
14,445
-79,395
10 11
12
13 14