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
701
$268K ﹤0.01%
11,978
-1,451
702
$266K ﹤0.01%
1,327
-1,021
703
$265K ﹤0.01%
+12,315
704
$265K ﹤0.01%
9,463
-3,243
705
$265K ﹤0.01%
6,121
-2,472
706
$264K ﹤0.01%
5,910
-112,696
707
$264K ﹤0.01%
24,579
-22,722
708
$262K ﹤0.01%
+2,004
709
$262K ﹤0.01%
1,427
+474
710
$259K ﹤0.01%
7,604
+1,256
711
$259K ﹤0.01%
731
-2,999
712
$258K ﹤0.01%
5,348
-5,088
713
$257K ﹤0.01%
7,314
-66,344
714
$256K ﹤0.01%
3,942
+25
715
$256K ﹤0.01%
8,759
-8,705
716
$256K ﹤0.01%
+9,239
717
$255K ﹤0.01%
+6,855
718
$255K ﹤0.01%
3,097
+1,416
719
$253K ﹤0.01%
4,970
-2,028
720
$253K ﹤0.01%
+80
721
$252K ﹤0.01%
+5,535
722
$252K ﹤0.01%
3,544
-1,099
723
$251K ﹤0.01%
25,710
-86
724
$251K ﹤0.01%
1,377
-6,460
725
$250K ﹤0.01%
4,381
-35,387
27 28
29
30 31