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
801
$8K ﹤0.01%
+43
802
$8K ﹤0.01%
+73
803
$8K ﹤0.01%
12,500
804
$8K ﹤0.01%
10,000
805
$7K ﹤0.01%
+122
806
$7K ﹤0.01%
328
-34,308
807
$7K ﹤0.01%
+59
808
$7K ﹤0.01%
12,500
809
$7K ﹤0.01%
10,000
810
$7K ﹤0.01%
12,600
811
$6K ﹤0.01%
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812
$6K ﹤0.01%
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$6K ﹤0.01%
+29
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$6K ﹤0.01%
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815
$6K ﹤0.01%
+192
816
$6K ﹤0.01%
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817
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819
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$6K ﹤0.01%
286
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821
$6K ﹤0.01%
+32
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$5K ﹤0.01%
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823
$5K ﹤0.01%
+399
824
$5K ﹤0.01%
+58
825
$5K ﹤0.01%
76
-38,402
31 32
33
34 35