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
$5.24B
AUM Growth
+$666M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$593M
2
+$491M
3
+$32.9M
4
MSFT icon
Microsoft
MSFT
+$13.3M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.5M

Top Sells

1
+$141M
2
+$102M
3
+$22.6M
4
SBUX icon
Starbucks
SBUX
+$21.4M
5
AAPL icon
Apple
AAPL
+$17.3M

Sector Composition

1 Technology 4.56%
2 Consumer Discretionary 2.29%
3 Healthcare 2.03%
4 Financials 1.58%
5 Industrials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$831K ﹤0.01%
3,036
+493
227
$831K ﹤0.01%
1,644
-823
228
$821K ﹤0.01%
6,392
-2,959
229
$817K ﹤0.01%
3,611
+274
230
$809K ﹤0.01%
11,219
-7,416
231
$807K ﹤0.01%
10,430
-3,403
232
$806K ﹤0.01%
32,962
+12,207
233
$805K ﹤0.01%
22,556
-25,528
234
$799K ﹤0.01%
1,369
+220
235
$797K ﹤0.01%
3,607
+1,178
236
$796K ﹤0.01%
21,240
-6,648
237
$796K ﹤0.01%
1,770
-2,330
238
$794K ﹤0.01%
3,339
-3,031
239
$793K ﹤0.01%
3,096
+1,769
240
$793K ﹤0.01%
6,619
+3,032
241
$793K ﹤0.01%
9,030
+8,766
242
$779K ﹤0.01%
2,906
+575
243
$777K ﹤0.01%
+6,541
244
$775K ﹤0.01%
517
+22
245
$774K ﹤0.01%
+82,734
246
$773K ﹤0.01%
32,263
+3,007
247
$764K ﹤0.01%
4,472
+2,872
248
$759K ﹤0.01%
4,421
+179
249
$755K ﹤0.01%
7,529
+264
250
$753K ﹤0.01%
+36,253
8 9
10
11 12