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
376
$406K ﹤0.01%
1,299
-560
377
$405K ﹤0.01%
+870
378
$402K ﹤0.01%
4,752
-474
379
$401K ﹤0.01%
745
-1,062
380
$397K ﹤0.01%
4,483
-14,685
381
$395K ﹤0.01%
+8,454
382
$394K ﹤0.01%
2,891
-656
383
$393K ﹤0.01%
11,307
-16,344
384
$393K ﹤0.01%
2,813
+142
385
$392K ﹤0.01%
1,003
-9,851
386
$392K ﹤0.01%
2,354
+1,331
387
$391K ﹤0.01%
11,560
-10,049
388
$391K ﹤0.01%
4,409
+2,244
389
$390K ﹤0.01%
911
-744
390
$388K ﹤0.01%
11,648
-27,998
391
$386K ﹤0.01%
9,883
-17,143
392
$385K ﹤0.01%
4,351
+920
393
$383K ﹤0.01%
4,584
+4,583
394
$383K ﹤0.01%
9,051
-3,320
395
$383K ﹤0.01%
3,128
+548
396
$378K ﹤0.01%
+42,416
397
$376K ﹤0.01%
966
+86
398
$375K ﹤0.01%
+3,612
399
$374K ﹤0.01%
1,464
-4,205
400
$372K ﹤0.01%
2,684
-105
14 15
16
17 18