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
701
$41K ﹤0.01%
+35,000
702
$40K ﹤0.01%
+504
703
$39K ﹤0.01%
691
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$37K ﹤0.01%
+792
705
$37K ﹤0.01%
66,666
706
$37K ﹤0.01%
31,250
707
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51,666
708
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54,666
709
$36K ﹤0.01%
50,000
710
$36K ﹤0.01%
33,333
711
$36K ﹤0.01%
25,000
712
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66,666
713
$34K ﹤0.01%
37,500
714
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+10,000
715
$34K ﹤0.01%
50,000
716
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50,000
717
$33K ﹤0.01%
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719
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50,000
720
$32K ﹤0.01%
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721
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722
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723
$31K ﹤0.01%
716
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724
$29K ﹤0.01%
50,000
725
$29K ﹤0.01%
50,000
27 28
29
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