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
$3.12B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$149M
3
+$123M
4
META icon
Meta Platforms (Facebook)
META
+$80M
5
BABA icon
Alibaba
BABA
+$48.9M

Top Sells

1
+$377M
2
+$98M
3
+$72.3M
4
MS icon
Morgan Stanley
MS
+$48.7M
5
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$23.8M

Sector Composition

1 Technology 10.12%
2 Healthcare 4.65%
3 Energy 4.09%
4 Financials 4.02%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$90K ﹤0.01%
+1,000
427
$89K ﹤0.01%
+12,428
428
$89K ﹤0.01%
+27,770
429
$88K ﹤0.01%
+3,921
430
$88K ﹤0.01%
+731
431
$87K ﹤0.01%
+535
432
$87K ﹤0.01%
+826
433
$86K ﹤0.01%
+2,517
434
$86K ﹤0.01%
2,330
-48,444
435
$83K ﹤0.01%
+26,712
436
$82K ﹤0.01%
+6,469
437
$82K ﹤0.01%
+15,515
438
$80K ﹤0.01%
+22,152
439
$79K ﹤0.01%
+14,460
440
$79K ﹤0.01%
+12,146
441
$78K ﹤0.01%
+1,407
442
$78K ﹤0.01%
+19,621
443
$76K ﹤0.01%
+11,763
444
$75K ﹤0.01%
+21,285
445
$75K ﹤0.01%
2,400
-29,332
446
$73K ﹤0.01%
400
-7
447
$73K ﹤0.01%
+2,814
448
$71K ﹤0.01%
+885
449
$71K ﹤0.01%
+14,307
450
$70K ﹤0.01%
+13,818
16 17
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