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
$5.65B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$78M
3
+$64.1M
4
AMZN icon
Amazon
AMZN
+$62.5M
5
KSU
Kansas City Southern
KSU
+$55.2M

Top Sells

1
+$196M
2
+$160M
3
+$152M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$43.7M
5
TSLA icon
Tesla
TSLA
+$37M

Sector Composition

1 Technology 14.97%
2 Communication Services 8.94%
3 Industrials 7.5%
4 Healthcare 5.86%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.01M ﹤0.01%
+13,941
352
$1.01M ﹤0.01%
+8,010
353
$1.01M ﹤0.01%
23,909
-10,232
354
$1M ﹤0.01%
+3,473
355
$1M ﹤0.01%
+5,335
356
$1M ﹤0.01%
+15,630
357
$1M ﹤0.01%
102,693
358
$1M ﹤0.01%
+69,328
359
$997K ﹤0.01%
4,000
360
$994K ﹤0.01%
29,335
+15,033
361
$994K ﹤0.01%
80,193
+64,470
362
$991K ﹤0.01%
100,000
363
$991K ﹤0.01%
+100,000
364
$988K ﹤0.01%
100,000
+50,000
365
$987K ﹤0.01%
100,000
366
$985K ﹤0.01%
4,938
-8,198
367
$985K ﹤0.01%
100,000
368
$985K ﹤0.01%
100,000
369
$983K ﹤0.01%
+7,930
370
$982K ﹤0.01%
100,000
371
$982K ﹤0.01%
100,000
372
$977K ﹤0.01%
100,000
373
$976K ﹤0.01%
100,000
374
$975K ﹤0.01%
100,000
375
$975K ﹤0.01%
100,000
13 14
15
16 17