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
126
$5.79M 0.01%
54,781
+39,529
127
$5.75M 0.01%
85,883
+84,242
128
$5.74M 0.01%
99,766
+88,334
129
$5.7M 0.01%
104,754
-188,785
130
$5.69M 0.01%
+21,067
131
$5.61M 0.01%
275,690
+99,922
132
$5.36M 0.01%
+37,101
133
$5.29M 0.01%
+24,924
134
$5.21M 0.01%
122,106
+118,929
135
$5.19M 0.01%
22,689
+22,480
136
$5.09M 0.01%
+106,786
137
$5.06M 0.01%
+46,389
138
$5.05M 0.01%
16,849
+15,388
139
$4.97M 0.01%
+37,187
140
$4.91M 0.01%
124,279
+101,084
141
$4.73M 0.01%
61,640
+12,804
142
$4.59M 0.01%
54,180
+46,542
143
$4.55M 0.01%
+450,000
144
$4.5M 0.01%
65,436
+49,240
145
$4.48M 0.01%
+71,840
146
$4.33M 0.01%
32,682
+26,390
147
$4.26M 0.01%
+6,849
148
$4.22M 0.01%
27,361
+21,053
149
$4.12M 0.01%
138,465
+94,029
150
$4.09M 0.01%
+18,561
4 5
6
7 8