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
501
$327K ﹤0.01%
+21,581
502
$325K ﹤0.01%
+9,988
503
$323K ﹤0.01%
+14,718
504
$309K ﹤0.01%
9,330
-2,018
505
$303K ﹤0.01%
+11,724
506
$303K ﹤0.01%
452,900
507
$297K ﹤0.01%
+21,879
508
$290K ﹤0.01%
+21,431
509
$289K ﹤0.01%
+1,385
510
$282K ﹤0.01%
+1,241
511
$273K ﹤0.01%
28,000
512
$273K ﹤0.01%
+1,075
513
$271K ﹤0.01%
+5,725
514
$263K ﹤0.01%
+1,021
515
$262K ﹤0.01%
+1,663
516
$259K ﹤0.01%
+4,730
517
$255K ﹤0.01%
+4,921
518
$252K ﹤0.01%
25,000
-20,600
519
$249K ﹤0.01%
717
+3
520
$249K ﹤0.01%
25,000
521
$248K ﹤0.01%
25,200
522
$247K ﹤0.01%
+1,887
523
$247K ﹤0.01%
25,000
524
$246K ﹤0.01%
693
-1,669
525
$246K ﹤0.01%
+15,878
19 20
21
22 23