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
426
$552K ﹤0.01%
26,096
+22,465
427
$547K ﹤0.01%
1,022
-125
428
$546K ﹤0.01%
21,134
+18,575
429
$546K ﹤0.01%
+5,289
430
$543K ﹤0.01%
+6,601
431
$542K ﹤0.01%
2,833
-2,159
432
$542K ﹤0.01%
5,082
-3,552
433
$541K ﹤0.01%
23,530
-9,426
434
$540K ﹤0.01%
+56,360
435
$539K ﹤0.01%
3,469
+1,201
436
$539K ﹤0.01%
2,691
-168
437
$539K ﹤0.01%
2,855
-8
438
$537K ﹤0.01%
+11,379
439
$536K ﹤0.01%
+7,494
440
$536K ﹤0.01%
3,756
+2,316
441
$535K ﹤0.01%
290,701
+135,701
442
$533K ﹤0.01%
28,346
-7,548
443
$532K ﹤0.01%
10,718
+8,276
444
$529K ﹤0.01%
+7,514
445
$528K ﹤0.01%
2,905
+224
446
$525K ﹤0.01%
2,840
+1,822
447
$525K ﹤0.01%
12,464
+2,582
448
$522K ﹤0.01%
7,849
+1,282
449
$521K ﹤0.01%
+11,188
450
$520K ﹤0.01%
+40,162
16 17
18
19 20