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
$3.12B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1 +$182M
2 +$149M
3 +$123M
4
META icon
Meta Platforms (Facebook)
META
+$80M
5
BABA icon
Alibaba
BABA
+$48.9M

Top Sells

1 +$377M
2 +$98M
3 +$72.3M
4
MS icon
Morgan Stanley
MS
+$48.7M
5
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$23.8M

Sector Composition

1 Technology 10.12%
2 Healthcare 4.65%
3 Energy 4.09%
4 Financials 4.02%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-50,115
802
0