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
726
$249K ﹤0.01%
816
-1,438
727
$249K ﹤0.01%
+10,663
728
$249K ﹤0.01%
4,189
-5,886
729
$248K ﹤0.01%
6,484
-30,713
730
$248K ﹤0.01%
+18,477
731
$248K ﹤0.01%
+7,256
732
$248K ﹤0.01%
+4,590
733
$247K ﹤0.01%
12,677
-3,438
734
$246K ﹤0.01%
+3,592
735
$246K ﹤0.01%
+8,548
736
$246K ﹤0.01%
12,632
+707
737
$246K ﹤0.01%
+8,689
738
$246K ﹤0.01%
3,204
-232
739
$245K ﹤0.01%
+4,094
740
$245K ﹤0.01%
11,156
-4,145
741
$245K ﹤0.01%
12,510
-140
742
$245K ﹤0.01%
+3,022
743
$244K ﹤0.01%
+20,728
744
$244K ﹤0.01%
19,109
+5,563
745
$244K ﹤0.01%
+3,183
746
$244K ﹤0.01%
+3,819
747
$243K ﹤0.01%
2,253
-7,036
748
$242K ﹤0.01%
11,690
-17,935
749
$242K ﹤0.01%
18,099
+14,933
750
$240K ﹤0.01%
5,553
-10,857
28 29
30
31 32