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
$4.58B
AUM Growth
-$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,562
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$73.4M
3
+$41.4M
4
AMZN icon
Amazon
AMZN
+$26.3M
5
INTC icon
Intel
INTC
+$19.6M

Top Sells

1
+$102M
2
+$96.1M
3
+$75.4M
4
CRWD icon
CrowdStrike
CRWD
+$65M
5
TSLA icon
Tesla
TSLA
+$47.2M

Sector Composition

1 Consumer Discretionary 6.23%
2 Technology 5.12%
3 Financials 3.12%
4 Healthcare 3.07%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$366K ﹤0.01%
9,732
-72,985
577
$366K ﹤0.01%
7,148
-700
578
$366K ﹤0.01%
7,522
-28,349
579
$365K ﹤0.01%
14,789
+2,470
580
$365K ﹤0.01%
3,221
-2,206
581
$364K ﹤0.01%
2,193
-3,598
582
$364K ﹤0.01%
3,112
+473
583
$363K ﹤0.01%
4,618
+2,358
584
$361K ﹤0.01%
+4,124
585
$360K ﹤0.01%
22,681
+11,279
586
$358K ﹤0.01%
+814
587
$358K ﹤0.01%
39,682
+4,414
588
$358K ﹤0.01%
8,602
+4,210
589
$356K ﹤0.01%
6,270
-395
590
$353K ﹤0.01%
50,550
-49,819
591
$353K ﹤0.01%
+11,459
592
$352K ﹤0.01%
2,520
-4,922
593
$351K ﹤0.01%
1,666
-2,023
594
$351K ﹤0.01%
3,576
-29,656
595
$350K ﹤0.01%
208
-152
596
$350K ﹤0.01%
3,899
+525
597
$349K ﹤0.01%
3,961
-597
598
$348K ﹤0.01%
+8,039
599
$348K ﹤0.01%
+4,693
600
$348K ﹤0.01%
1,246
+480
22 23
24
25 26