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
51
$5.72M 0.02%
12,965
+12,904
52
$5.19M 0.02%
+45,062
53
$5.16M 0.02%
125,069
+33,520
54
$5.14M 0.02%
500,100
-200
55
$4.98M 0.02%
27,133
+27,017
56
$4.97M 0.02%
157,401
-172,400
57
$4.81M 0.02%
45,176
+40,808
58
$4.55M 0.01%
24,978
+13,358
59
$4.45M 0.01%
11,909
-4,890
60
$4.18M 0.01%
12,132
+8,602
61
$3.87M 0.01%
38,184
-23,185
62
$3.83M 0.01%
76,501
-900
63
$3.83M 0.01%
+81,122
64
$3.73M 0.01%
33,234
+20,918
65
$3.71M 0.01%
12,424
-9,391
66
$3.67M 0.01%
27,599
-8,837
67
$3.62M 0.01%
10,854
+10,763
68
$3.61M 0.01%
188,132
+49,200
69
$3.51M 0.01%
51,891
-65,054
70
$3.48M 0.01%
30,708
+26,476
71
$3.45M 0.01%
17,557
+10,688
72
$3.36M 0.01%
19,000
+12,633
73
$3.35M 0.01%
33,767
+15,167
74
$3.29M 0.01%
45,750
-13,736
75
$3.29M 0.01%
33,446
+22,807
1 2
3
4 5