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
751
$240K ﹤0.01%
25,770
-60,934
752
$239K ﹤0.01%
1,412
-15,258
753
$239K ﹤0.01%
986
+723
754
$239K ﹤0.01%
6,146
-2,226
755
$239K ﹤0.01%
+8,652
756
$237K ﹤0.01%
+4,503
757
$237K ﹤0.01%
+4,124
758
$237K ﹤0.01%
3,909
-11,409
759
$237K ﹤0.01%
71,475
760
$234K ﹤0.01%
5,855
-2,811
761
$233K ﹤0.01%
2,221
+50
762
$232K ﹤0.01%
3,604
-3,931
763
$231K ﹤0.01%
2,160
-4,355
764
$230K ﹤0.01%
2,662
-4,697
765
$230K ﹤0.01%
7,989
-4,146
766
$230K ﹤0.01%
+6,437
767
$230K ﹤0.01%
2,085
+575
768
$228K ﹤0.01%
83,507
+55,323
769
$227K ﹤0.01%
+4,582
770
$227K ﹤0.01%
980
+13
771
$227K ﹤0.01%
31,887
-226,503
772
$225K ﹤0.01%
+18,698
773
$225K ﹤0.01%
+1,418
774
$225K ﹤0.01%
3,005
-4,843
775
$224K ﹤0.01%
37,219
-16,232
29 30
31
32 33