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
376
$627K ﹤0.01%
11,829
+1,690
377
$625K ﹤0.01%
31,814
-22,526
378
$622K ﹤0.01%
10,466
-8,361
379
$621K ﹤0.01%
4,976
+2
380
$615K ﹤0.01%
35,224
-56,167
381
$614K ﹤0.01%
22,549
-259,701
382
$614K ﹤0.01%
3,262
-426
383
$613K ﹤0.01%
21,609
+11,575
384
$612K ﹤0.01%
4,134
-9,813
385
$611K ﹤0.01%
20,755
+11,068
386
$608K ﹤0.01%
2,690
+405
387
$608K ﹤0.01%
12,823
+5,070
388
$607K ﹤0.01%
3,366
-305
389
$605K ﹤0.01%
1,655
+158
390
$602K ﹤0.01%
+19,644
391
$601K ﹤0.01%
+2,490
392
$600K ﹤0.01%
4,630
-1,616
393
$600K ﹤0.01%
6,560
-4,211
394
$600K ﹤0.01%
2,889
-2,095
395
$599K ﹤0.01%
5,748
-224,401
396
$599K ﹤0.01%
9,363
-10,324
397
$599K ﹤0.01%
4,039
-3,432
398
$598K ﹤0.01%
1,323
-1,202
399
$592K ﹤0.01%
2,626
-4,697
400
$589K ﹤0.01%
717
-1,496
14 15
16
17 18