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
376
$406K 0.01%
1,299
-560
377
$405K 0.01%
+870
378
$402K 0.01%
4,752
-474
379
$401K 0.01%
745
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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
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385
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1,003
-9,851
386
$392K 0.01%
2,354
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387
$391K 0.01%
11,560
-10,049
388
$391K 0.01%
4,409
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389
$390K 0.01%
911
-744
390
$388K 0.01%
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-27,998
391
$386K 0.01%
9,883
-17,143
392
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4,351
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393
$383K 0.01%
4,584
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394
$383K 0.01%
9,051
-3,320
395
$383K 0.01%
3,128
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396
$378K 0.01%
+42,416
397
$376K 0.01%
966
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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