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
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
+13
281
$640K ﹤0.01%
12,718
-17,501
282
$637K ﹤0.01%
5,304
+3,409
283
$636K ﹤0.01%
2,420
+1,440
284
$632K ﹤0.01%
2,146
+851
285
$627K ﹤0.01%
1,126
-440
286
$625K ﹤0.01%
19,591
-3,987
287
$625K ﹤0.01%
881
-78
288
$625K ﹤0.01%
+24,070
289
$623K ﹤0.01%
6,501
-2,735
290
$621K ﹤0.01%
16,956
+5,289
291
$621K ﹤0.01%
+3,008
292
$612K ﹤0.01%
2,040
-731
293
$610K ﹤0.01%
7,752
+2,226
294
$610K ﹤0.01%
8,489
-11,053
295
$608K ﹤0.01%
3,374
-311
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