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Emily Locher

@Capstone Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$32.86BTotal holdings867
Assets growth rate2.96%Assets growth rate (2-Q avg)8.97%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 867 positions.

Assets under management

The assets under management (AUM) of Capstone Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 32.86B in assets, with a quarterly growth rate of 2.96% and a 2-quarter average growth rate of 8.97%. The portfolio is managed by Emily Locher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MFCManulife Finl Corp
Recent Activity
Exited
0%
$1.216M
45,673 shares@ $26.62 avg price
KFYKorn Ferry
Recent Activity
Exited
0%
$1.123M
16,729 shares@ $67.14 avg price
KBRKbr Inc
Recent Activity
Exited
0%
$1.099M
17,132 shares@ $64.14 avg price
URBNUrban Outfitters Inc
Recent Activity
Exited
0%
$1.063M
25,900 shares@ $41.05 avg price
WENWendys Co
Recent Activity
Exited
0%
$1.055M
62,220 shares@ $16.96 avg price
FLOFlowers Foods Inc
Recent Activity
Exited
0%
$1.041M
46,893 shares@ $22.21 avg price
TXNMPnm Res Inc
Recent Activity
Exited
0%
$1.003M
27,148 shares@ $36.96 avg price
VGRVector Group Ltd
Recent Activity
Exited
0%
$954,714
90,323 shares@ $10.57 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$940,667
5,726 shares@ $164.28 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$925,283
326,955 shares@ $2.84 avg price