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
651
$97K ﹤0.01%
97,566
652
$96K ﹤0.01%
+13,420
653
$96K ﹤0.01%
38,750
+20,000
654
$94K ﹤0.01%
+1,204
655
$90K ﹤0.01%
144,600
656
$90K ﹤0.01%
128,333
657
$88K ﹤0.01%
4,353
+3,194
658
$87K ﹤0.01%
+221
659
$85K ﹤0.01%
+691
660
$83K ﹤0.01%
+408
661
$78K ﹤0.01%
100,000
662
$72K ﹤0.01%
116,666
663
$71K ﹤0.01%
+11,856
664
$71K ﹤0.01%
835
-15,934
665
$71K ﹤0.01%
+10,412
666
$69K ﹤0.01%
125,000
667
$69K ﹤0.01%
125,000
668
$68K ﹤0.01%
123,333
669
$66K ﹤0.01%
+10,193
670
$64K ﹤0.01%
+337
671
$63K ﹤0.01%
+1,011
672
$61K ﹤0.01%
92,500
673
$60K ﹤0.01%
+1,935
674
$60K ﹤0.01%
+13,208
675
$60K ﹤0.01%
87,500
25 26
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