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
351
$670K ﹤0.01%
64,439
-36,402
352
$669K ﹤0.01%
+2,787
353
$669K ﹤0.01%
11,166
-11,258
354
$668K ﹤0.01%
+23,355
355
$665K ﹤0.01%
2,673
-342
356
$663K ﹤0.01%
+16,753
357
$661K ﹤0.01%
+1,618
358
$658K ﹤0.01%
+2,727
359
$653K ﹤0.01%
15,981
+10,339
360
$651K ﹤0.01%
3,200
-726
361
$650K ﹤0.01%
3,987
-31,128
362
$649K ﹤0.01%
+104,054
363
$647K ﹤0.01%
959
-9,529
364
$646K ﹤0.01%
1,865
+920
365
$640K ﹤0.01%
+28,463
366
$638K ﹤0.01%
+8,709
367
$636K ﹤0.01%
+7,892
368
$635K ﹤0.01%
2,840
+1,362
369
$633K ﹤0.01%
4,292
+3,506
370
$633K ﹤0.01%
4,776
+2,317
371
$632K ﹤0.01%
+71,213
372
$631K ﹤0.01%
10,519
+10,407
373
$631K ﹤0.01%
19,182
+5,031
374
$628K ﹤0.01%
2,331
-2,343
375
$628K ﹤0.01%
29,053
-22,670
13 14
15
16 17