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
601
$345K ﹤0.01%
3,012
-5,259
602
$344K ﹤0.01%
+11,749
603
$343K ﹤0.01%
+2,743
604
$343K ﹤0.01%
1,128
-710
605
$341K ﹤0.01%
+47,629
606
$340K ﹤0.01%
2,001
+1,231
607
$340K ﹤0.01%
+3,176
608
$340K ﹤0.01%
+22,290
609
$340K ﹤0.01%
880
+147
610
$339K ﹤0.01%
+1,295
611
$339K ﹤0.01%
1,064
-3,998
612
$338K ﹤0.01%
13,397
+1,949
613
$338K ﹤0.01%
1,848
-696
614
$337K ﹤0.01%
3,998
-1,692
615
$336K ﹤0.01%
867
616
$336K ﹤0.01%
1,666
-849
617
$336K ﹤0.01%
2,905
-382
618
$336K ﹤0.01%
2,913
-10,115
619
$335K ﹤0.01%
16,180
+7,818
620
$334K ﹤0.01%
7,573
-20,409
621
$333K ﹤0.01%
+3,877
622
$333K ﹤0.01%
4,344
-3,175
623
$333K ﹤0.01%
+21,847
624
$332K ﹤0.01%
+4,704
625
$332K ﹤0.01%
+12,274
23 24
25
26 27