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
151
$4.03M 0.01%
14,851
+910
152
$3.87M 0.01%
+23,134
153
$3.83M 0.01%
54,263
+52,543
154
$3.74M 0.01%
+13,370
155
$3.73M 0.01%
+376,000
156
$3.71M 0.01%
385,000
157
$3.66M 0.01%
7,371
+4,035
158
$3.65M 0.01%
28,381
+21,835
159
$3.63M 0.01%
23,582
+9,284
160
$3.61M 0.01%
21,336
+11,471
161
$3.58M 0.01%
370,000
162
$3.55M 0.01%
+350,000
163
$3.54M 0.01%
9,489
+4,742
164
$3.53M 0.01%
67,815
-53,469
165
$3.53M 0.01%
+40,356
166
$3.51M 0.01%
+23,363
167
$3.5M 0.01%
70,820
+55,595
168
$3.5M 0.01%
+16,948
169
$3.44M 0.01%
+126,421
170
$3.43M 0.01%
31,968
+10,240
171
$3.41M 0.01%
+41,989
172
$3.4M 0.01%
350,000
173
$3.39M 0.01%
37,047
+29,841
174
$3.38M 0.01%
350,000
175
$3.38M 0.01%
37,273
+35,840
5 6
7
8 9