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
601
$132K ﹤0.01%
685
+672
602
$131K ﹤0.01%
+1,994
603
$131K ﹤0.01%
225,000
604
$130K ﹤0.01%
+10,168
605
$129K ﹤0.01%
1,212
-9,380
606
$127K ﹤0.01%
+20,672
607
$125K ﹤0.01%
+957
608
$124K ﹤0.01%
+1,507
609
$121K ﹤0.01%
+2,075
610
$121K ﹤0.01%
+766
611
$120K ﹤0.01%
+1,272
612
$119K ﹤0.01%
75,500
+50,000
613
$119K ﹤0.01%
+22,794
614
$118K ﹤0.01%
+16,749
615
$117K ﹤0.01%
+743
616
$116K ﹤0.01%
+14,856
617
$115K ﹤0.01%
+2,298
618
$112K ﹤0.01%
150,050
619
$111K ﹤0.01%
+13,666
620
$109K ﹤0.01%
+12,928
621
$108K ﹤0.01%
+267
622
$108K ﹤0.01%
+10,807
623
$108K ﹤0.01%
+630
624
$108K ﹤0.01%
+14
625
$107K ﹤0.01%
+85,400
23 24
25
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