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
176
$3.23M 0.01%
+12,636
177
$3.23M 0.01%
33,720
-5,287
178
$3.16M 0.01%
+321,218
179
$3.15M 0.01%
11,119
+4,153
180
$3.13M 0.01%
320,000
+295,000
181
$3.12M 0.01%
76,193
+65,373
182
$3.1M 0.01%
53,313
+7,677
183
$3.08M 0.01%
32,580
+4,671
184
$3.07M 0.01%
+9,013
185
$3.07M 0.01%
20,534
+13,133
186
$3.02M 0.01%
7,731
187
$3.01M 0.01%
+300,000
188
$2.98M 0.01%
301,000
+1,000
189
$2.98M 0.01%
15,000
190
$2.96M 0.01%
+47,585
191
$2.92M 0.01%
300,100
192
$2.92M 0.01%
300,000
193
$2.92M 0.01%
300,000
194
$2.91M 0.01%
300,000
195
$2.89M 0.01%
+19,286
196
$2.89M 0.01%
+27,599
197
$2.88M 0.01%
+7,471
198
$2.86M 0.01%
32,088
+30,251
199
$2.85M 0.01%
292,700
200
$2.85M 0.01%
+19,217
6 7
8
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