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
451
$70K ﹤0.01%
+11,810
452
$67K ﹤0.01%
+27,818
453
$66K ﹤0.01%
+15,248
454
$66K ﹤0.01%
+14,099
455
$65K ﹤0.01%
+1,043
456
$63K ﹤0.01%
+17,776
457
$61K ﹤0.01%
+1,041
458
$60K ﹤0.01%
5,350
-690
459
$60K ﹤0.01%
+14,725
460
$59K ﹤0.01%
96
-5,572
461
$58K ﹤0.01%
8,659
+6,352
462
$56K ﹤0.01%
+483
463
$56K ﹤0.01%
+367
464
$55K ﹤0.01%
+12,439
465
$55K ﹤0.01%
+936
466
$53K ﹤0.01%
806
-48,490
467
$51K ﹤0.01%
+1,007
468
$51K ﹤0.01%
+2,217
469
$51K ﹤0.01%
1,362
-44,073
470
$48K ﹤0.01%
+84
471
$47K ﹤0.01%
+10,705
472
$47K ﹤0.01%
+2,068
473
$46K ﹤0.01%
339
-1,978
474
$44K ﹤0.01%
313
-959
475
$43K ﹤0.01%
+672
17 18
19
20 21