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
126
$1.9M 0.01%
19,898
+11,384
127
$1.88M 0.01%
15,862
-10,724
128
$1.87M 0.01%
46,996
-10,826
129
$1.87M 0.01%
4,178
-24,974
130
$1.85M 0.01%
+19,064
131
$1.83M 0.01%
600,000
+346,530
132
$1.83M 0.01%
+4,160
133
$1.82M 0.01%
7,056
-1,697
134
$1.8M 0.01%
29,795
+24,979
135
$1.77M 0.01%
25,173
-435
136
$1.76M 0.01%
+28,859
137
$1.75M 0.01%
+24,058
138
$1.74M 0.01%
7,946
+5,571
139
$1.73M 0.01%
25,417
+18,092
140
$1.73M 0.01%
17,313
+11,894
141
$1.72M 0.01%
25,562
-14,262
142
$1.72M 0.01%
+11,328
143
$1.69M 0.01%
15,563
+14,465
144
$1.68M 0.01%
1,974
-2,491
145
$1.63M 0.01%
6,270
+2,375
146
$1.6M 0.01%
+22,362
147
$1.59M 0.01%
3,767
-3,155
148
$1.58M 0.01%
4,100
+1,683
149
$1.58M 0.01%
22,444
+12,301
150
$1.54M ﹤0.01%
77,381
-60,226
4 5
6
7 8