Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
+$571M
2
+$473M
3
+$34.5M
4
MSFT icon
Microsoft
MSFT
+$13.2M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.1M

Top Sells

1
+$136M
2
+$88.7M
3
+$21.8M
4
SBUX icon
Starbucks
SBUX
+$18.8M
5
AAPL icon
Apple
AAPL
+$16.5M

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
276
$652K 0.01%
6,456
-5,291
277
$652K 0.01%
7,483
+620
278
$648K 0.01%
9,021
-2,145
279
$643K 0.01%
5,904
+3,103
280
$642K 0.01%
1,121
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281
$640K 0.01%
12,718
-17,501
282
$637K 0.01%
5,304
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283
$636K 0.01%
2,420
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284
$632K 0.01%
2,146
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285
$627K 0.01%
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286
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19,591
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287
$625K 0.01%
8,810
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288
$625K 0.01%
+24,070
289
$623K 0.01%
6,501
-2,735
290
$621K 0.01%
16,956
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292
$612K 0.01%
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293
$610K 0.01%
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294
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8,489
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295
$608K 0.01%
3,374
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296
$607K 0.01%
9,301
-5,273
297
$605K 0.01%
+5,100
298
$604K 0.01%
19,395
-626
299
$595K 0.01%
8,158
+5,627
300
$594K 0.01%
2,390
-3,904
10 11
12
13 14