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
551
$196K ﹤0.01%
+1,995
552
$196K ﹤0.01%
20,000
553
$196K ﹤0.01%
20,000
554
$196K ﹤0.01%
20,000
555
$195K ﹤0.01%
20,000
556
$195K ﹤0.01%
20,000
557
$195K ﹤0.01%
20,000
558
$195K ﹤0.01%
20,000
559
$194K ﹤0.01%
+11,736
560
$194K ﹤0.01%
20,000
561
$192K ﹤0.01%
+1,056
562
$192K ﹤0.01%
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563
$188K ﹤0.01%
+22,116
564
$188K ﹤0.01%
+14,446
565
$183K ﹤0.01%
+743
566
$180K ﹤0.01%
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567
$177K ﹤0.01%
+706
568
$176K ﹤0.01%
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569
$176K ﹤0.01%
+15,655
570
$175K ﹤0.01%
+14,308
571
$174K ﹤0.01%
130,000
+30,000
572
$173K ﹤0.01%
+1,905
573
$172K ﹤0.01%
17,800
574
$171K ﹤0.01%
+11,768
575
$170K ﹤0.01%
+413
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