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
301
$778K ﹤0.01%
14,574
-7,713
302
$778K ﹤0.01%
1,203
-709
303
$771K ﹤0.01%
1,601
-1,385
304
$768K ﹤0.01%
38,486
-68,420
305
$765K ﹤0.01%
9,579
+6,343
306
$764K ﹤0.01%
3,555
-12,249
307
$763K ﹤0.01%
2,651
-98
308
$762K ﹤0.01%
2,543
+2,542
309
$759K ﹤0.01%
7,525
+925
310
$754K ﹤0.01%
10,913
-69,161
311
$753K ﹤0.01%
12,158
+3,755
312
$753K ﹤0.01%
+15,385
313
$751K ﹤0.01%
16,168
-5,787
314
$750K ﹤0.01%
1,285
+255
315
$750K ﹤0.01%
1,383
+136
316
$747K ﹤0.01%
3,337
+1,105
317
$745K ﹤0.01%
4,658
+3,730
318
$744K ﹤0.01%
10,100
+5,929
319
$742K ﹤0.01%
+8,634
320
$741K ﹤0.01%
+8,624
321
$738K ﹤0.01%
3,813
-4,562
322
$737K ﹤0.01%
9,000
-77,140
323
$731K ﹤0.01%
10,307
+7,139
324
$730K ﹤0.01%
6,631
+2,558
325
$726K ﹤0.01%
5,624
-13,029
11 12
13
14 15