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
376
$975K ﹤0.01%
100,000
377
$974K ﹤0.01%
100,000
378
$974K ﹤0.01%
100,000
379
$972K ﹤0.01%
100,000
380
$972K ﹤0.01%
100,000
381
$971K ﹤0.01%
100,000
382
$971K ﹤0.01%
100,000
383
$970K ﹤0.01%
100,000
384
$969K ﹤0.01%
100,000
385
$967K ﹤0.01%
13,703
+3,426
386
$963K ﹤0.01%
+1,868
387
$954K ﹤0.01%
16,552
+12,633
388
$943K ﹤0.01%
+39,124
389
$941K ﹤0.01%
96,777
390
$932K ﹤0.01%
+7,323
391
$928K ﹤0.01%
+1,175
392
$919K ﹤0.01%
87,316
-164,184
393
$918K ﹤0.01%
+6,065
394
$914K ﹤0.01%
18,406
+12,930
395
$914K ﹤0.01%
+14,536
396
$899K ﹤0.01%
92,668
397
$897K ﹤0.01%
+7,810
398
$896K ﹤0.01%
+1,995
399
$894K ﹤0.01%
+10,131
400
$893K ﹤0.01%
+3,006
14 15
16
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