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
676
$284K ﹤0.01%
1,043
-89
677
$284K ﹤0.01%
1,054
+568
678
$283K ﹤0.01%
+12,901
679
$281K ﹤0.01%
2,744
-5,317
680
$280K ﹤0.01%
22,075
+9,226
681
$279K ﹤0.01%
+52,296
682
$278K ﹤0.01%
4,216
-8,243
683
$278K ﹤0.01%
+13,517
684
$277K ﹤0.01%
+2,568
685
$277K ﹤0.01%
1,499
-4,444
686
$275K ﹤0.01%
+4,383
687
$274K ﹤0.01%
2,971
-1,696
688
$274K ﹤0.01%
+12,053
689
$273K ﹤0.01%
+21,016
690
$273K ﹤0.01%
+3,116
691
$273K ﹤0.01%
+2,228
692
$273K ﹤0.01%
+50,147
693
$273K ﹤0.01%
4,458
-7,735
694
$271K ﹤0.01%
2,011
-199
695
$271K ﹤0.01%
+3,757
696
$271K ﹤0.01%
4,067
-9,327
697
$271K ﹤0.01%
36,756
-54,321
698
$270K ﹤0.01%
1,523
-3,215
699
$268K ﹤0.01%
7,474
-1,308
700
$268K ﹤0.01%
8,738
-3,778
26 27
28
29 30