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
326
$518K ﹤0.01%
1,274
-2,117
327
$515K ﹤0.01%
2,849
-56
328
$513K ﹤0.01%
1,013
-2,347
329
$510K ﹤0.01%
1,836
+340
330
$508K ﹤0.01%
1,438
-22,434
331
$506K ﹤0.01%
7,688
-18,940
332
$494K ﹤0.01%
5,135
-758
333
$494K ﹤0.01%
6,630
+432
334
$490K ﹤0.01%
3,084
+2,766
335
$490K ﹤0.01%
+24,561
336
$487K ﹤0.01%
4,409
-7,207
337
$484K ﹤0.01%
4,626
+33
338
$484K ﹤0.01%
2,011
-3,492
339
$483K ﹤0.01%
4,377
-556
340
$481K ﹤0.01%
22,086
-799
341
$478K ﹤0.01%
+12,404
342
$478K ﹤0.01%
+839
343
$475K ﹤0.01%
2,451
-1,202
344
$474K ﹤0.01%
2,970
+270
345
$471K ﹤0.01%
23,534
+12,871
346
$469K ﹤0.01%
17,108
+8,314
347
$468K ﹤0.01%
2,716
-1,942
348
$468K ﹤0.01%
+16,704
349
$467K ﹤0.01%
4,497
-14,567
350
$464K ﹤0.01%
6,814
+544
12 13
14
15 16