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
526
$246K ﹤0.01%
+380
527
$246K ﹤0.01%
25,000
528
$245K ﹤0.01%
25,000
529
$244K ﹤0.01%
25,000
530
$244K ﹤0.01%
25,000
531
$243K ﹤0.01%
25,000
532
$242K ﹤0.01%
25,000
533
$242K ﹤0.01%
25,000
534
$241K ﹤0.01%
+821
535
$239K ﹤0.01%
+22,781
536
$239K ﹤0.01%
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537
$235K ﹤0.01%
+2,698
538
$235K ﹤0.01%
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539
$234K ﹤0.01%
+1,652
540
$233K ﹤0.01%
+5,323
541
$232K ﹤0.01%
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542
$231K ﹤0.01%
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544
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545
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546
$204K ﹤0.01%
+1,180
547
$204K ﹤0.01%
+5,347
548
$203K ﹤0.01%
+5,700
549
$201K ﹤0.01%
+17,981
550
$196K ﹤0.01%
11,600
-196,479
20 21
22
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