Capstone Investment Advisors Portfolio holdings
AUM
$11.7B
This Quarter Return
+4.81%
1 Year Return
+2.17%
3 Year Return
+4.2%
5 Year Return
+5.2%
10 Year Return
+27.16%
AUM
$11.7B
AUM Growth
+$865M
(+8%)
Cap. Flow
-$2.95B
Cap. Flow
% of AUM
-25.17%
Top 10 Holdings %
Top 10 Hldgs %
61.15%
Holding
1,087
New
433
Increased
134
Reduced
150
Closed
128
Top Buys
| 1 |
Apple
AAPL
|
$475M |
| 2 |
Advanced Micro Devices
AMD
|
$238M |
| 3 |
AZEK
The AZEK Co
AZEK
|
$88.9M |
| 4 |
Citigroup
C
|
$51.1M |
| 5 |
SPDR Gold Trust
GLD
|
$48.7M |
Top Sells
| 1 |
Amazon
AMZN
|
$513M |
| 2 |
Microsoft
MSFT
|
$421M |
| 3 |
Tesla
TSLA
|
$364M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$209M |
| 5 |
Broadcom
AVGO
|
$117M |
Sector Composition
| 1 | Technology | 32.11% |
| 2 | Consumer Discretionary | 20.81% |
| 3 | Communication Services | 7.58% |
| 4 | Industrials | 4.3% |
| 5 | Financials | 2.73% |
