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
751
$16K ﹤0.01%
+106
752
$16K ﹤0.01%
171
-41,934
753
$16K ﹤0.01%
20,000
754
$15K ﹤0.01%
19,355
755
$15K ﹤0.01%
25,000
756
$15K ﹤0.01%
23,167
757
$14K ﹤0.01%
+8
758
$14K ﹤0.01%
+345
759
$14K ﹤0.01%
12,500
760
$14K ﹤0.01%
17,564
761
$13K ﹤0.01%
+87
762
$13K ﹤0.01%
+374
763
$13K ﹤0.01%
206
-14,791
764
$13K ﹤0.01%
22,450
765
$13K ﹤0.01%
16,666
766
$12K ﹤0.01%
226
-39,569
767
$12K ﹤0.01%
+200
768
$12K ﹤0.01%
+34
769
$12K ﹤0.01%
78
-1,158
770
$11K ﹤0.01%
+220
771
$11K ﹤0.01%
684
-868
772
$11K ﹤0.01%
+47
773
$11K ﹤0.01%
+194
774
$11K ﹤0.01%
16,666
775
$11K ﹤0.01%
16,666
29 30
31
32 33