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
$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
476
$429K ﹤0.01%
1,368
-1,026
477
$427K ﹤0.01%
+1,707
478
$426K ﹤0.01%
+1,308
479
$421K ﹤0.01%
+2,504
480
$420K ﹤0.01%
+24,487
481
$414K ﹤0.01%
+2,894
482
$412K ﹤0.01%
+5,698
483
$410K ﹤0.01%
+3,530
484
$408K ﹤0.01%
4,330
-25,934
485
$392K ﹤0.01%
2,343
-740
486
$390K ﹤0.01%
39,276
487
$390K ﹤0.01%
40,000
488
$388K ﹤0.01%
40,000
489
$384K ﹤0.01%
5,199
-8,663
490
$381K ﹤0.01%
23,312
+20,035
491
$373K ﹤0.01%
+4,542
492
$362K ﹤0.01%
+4,740
493
$360K ﹤0.01%
+3,484
494
$355K ﹤0.01%
+150,000
495
$349K ﹤0.01%
52,349
+1,159
496
$340K ﹤0.01%
9,555
-16,653
497
$337K ﹤0.01%
+1,439
498
$337K ﹤0.01%
+33,333
499
$330K ﹤0.01%
+1,594
500
$329K ﹤0.01%
+11,806
18 19
20
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