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
351
$461K ﹤0.01%
1,053
+186
352
$459K ﹤0.01%
3,213
-12,350
353
$458K ﹤0.01%
5,984
-12,294
354
$455K ﹤0.01%
+1,653
355
$453K ﹤0.01%
6,414
-8,639
356
$450K ﹤0.01%
1,896
+519
357
$449K ﹤0.01%
+9,090
358
$449K ﹤0.01%
1,850
-456
359
$448K ﹤0.01%
6,980
-168
360
$446K ﹤0.01%
+3,516
361
$445K ﹤0.01%
1,991
+165
362
$440K ﹤0.01%
+61,931
363
$437K ﹤0.01%
18,642
+6,589
364
$436K ﹤0.01%
+9,298
365
$433K ﹤0.01%
908
-3,252
366
$431K ﹤0.01%
2,247
-1,119
367
$429K ﹤0.01%
+27,198
368
$429K ﹤0.01%
7,420
-15,925
369
$426K ﹤0.01%
1,931
-6,015
370
$422K ﹤0.01%
+6,538
371
$420K ﹤0.01%
1,319
+11
372
$419K ﹤0.01%
1,945
-4,702
373
$415K ﹤0.01%
2,349
+156
374
$413K ﹤0.01%
3,998
+99
375
$406K ﹤0.01%
12,786
+12,785
13 14
15
16 17