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
326
$724K ﹤0.01%
8,129
+3,137
327
$724K ﹤0.01%
3,727
-2,167
328
$723K ﹤0.01%
1,430
-349
329
$715K ﹤0.01%
2,804
-385
330
$713K ﹤0.01%
+25,196
331
$713K ﹤0.01%
5,107
+1,012
332
$712K ﹤0.01%
6,136
+2,272
333
$712K ﹤0.01%
24,882
-30,743
334
$710K ﹤0.01%
+9,595
335
$707K ﹤0.01%
4,242
+367
336
$698K ﹤0.01%
+28,000
337
$696K ﹤0.01%
4,601
-5,144
338
$693K ﹤0.01%
8,248
-10,499
339
$692K ﹤0.01%
495
-490
340
$687K ﹤0.01%
+28,784
341
$684K ﹤0.01%
7,525
-26
342
$683K ﹤0.01%
3,396
-3,628
343
$682K ﹤0.01%
9,203
+3,203
344
$679K ﹤0.01%
+4,256
345
$679K ﹤0.01%
20,021
+1,151
346
$676K ﹤0.01%
31,879
-179,592
347
$676K ﹤0.01%
7,865
-5,433
348
$672K ﹤0.01%
3,834
-6,047
349
$672K ﹤0.01%
83,203
+55,878
350
$671K ﹤0.01%
4,751
+4,463
12 13
14
15 16