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
676
$59K ﹤0.01%
100,000
677
$58K ﹤0.01%
100,000
678
$58K ﹤0.01%
100,000
679
$58K ﹤0.01%
+1,764
680
$57K ﹤0.01%
+883
681
$57K ﹤0.01%
+789
682
$57K ﹤0.01%
+91,833
683
$57K ﹤0.01%
60,566
684
$57K ﹤0.01%
50,000
685
$55K ﹤0.01%
+16,291
686
$54K ﹤0.01%
+345
687
$54K ﹤0.01%
54,937
688
$54K ﹤0.01%
112,500
689
$52K ﹤0.01%
100,000
690
$51K ﹤0.01%
37,175
-16,158
691
$50K ﹤0.01%
30,000
692
$50K ﹤0.01%
+10,123
693
$48K ﹤0.01%
74,999
694
$47K ﹤0.01%
52,000
695
$47K ﹤0.01%
85,000
696
$46K ﹤0.01%
+19,595
697
$44K ﹤0.01%
1,232
-114,300
698
$43K ﹤0.01%
66,666
699
$43K ﹤0.01%
+10,764
700
$43K ﹤0.01%
75,000
26 27
28
29 30