Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 3.92%
This Quarter Est. Return
1 Year Est. Return
+3.92%
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
401
$892K ﹤0.01%
+12,305
402
$882K ﹤0.01%
+8,044
403
$879K ﹤0.01%
+2,024
404
$831K ﹤0.01%
+85,402
405
$812K ﹤0.01%
+14,617
406
$790K ﹤0.01%
+80,000
407
$776K ﹤0.01%
80,000
408
$773K ﹤0.01%
58,953
+47,592
409
$761K ﹤0.01%
+75,000
410
$758K ﹤0.01%
30,251
+29,423
411
$753K ﹤0.01%
+14,227
412
$752K ﹤0.01%
+82,343
413
$750K ﹤0.01%
+4,568
414
$732K ﹤0.01%
75,000
415
$731K ﹤0.01%
75,000
416
$728K ﹤0.01%
+2,130
417
$722K ﹤0.01%
148,030
418
$714K ﹤0.01%
5,693
+2,029
419
$709K ﹤0.01%
+6,401
420
$703K ﹤0.01%
16,723
+8,410
421
$702K ﹤0.01%
+15,143
422
$699K ﹤0.01%
+4,597
423
$687K ﹤0.01%
70,300
424
$682K ﹤0.01%
70,000
425
$680K ﹤0.01%
3,334
+1,518
15 16
17
18 19