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
451
$310K ﹤0.01%
3,323
-312
452
$310K ﹤0.01%
3,169
-35
453
$309K ﹤0.01%
1,073
-1,731
454
$308K ﹤0.01%
27,203
+1,493
455
$307K ﹤0.01%
828
+241
456
$306K ﹤0.01%
1,811
+823
457
$306K ﹤0.01%
2,283
-1,756
458
$305K ﹤0.01%
+1,730
459
$303K ﹤0.01%
+1,536
460
$302K ﹤0.01%
14,712
-13,634
461
$300K ﹤0.01%
4,044
-339
462
$300K ﹤0.01%
150,000
-140,701
463
$297K ﹤0.01%
+1,196
464
$296K ﹤0.01%
+8,435
465
$295K ﹤0.01%
+35,000
466
$292K ﹤0.01%
+34,254
467
$292K ﹤0.01%
+11,112
468
$291K ﹤0.01%
812
-252
469
$291K ﹤0.01%
2,746
-351
470
$290K ﹤0.01%
3,219
-37,976
471
$290K ﹤0.01%
3,711
-160,214
472
$288K ﹤0.01%
+2,696
473
$287K ﹤0.01%
+33,548
474
$285K ﹤0.01%
12,464
-46
475
$283K ﹤0.01%
+23,582
17 18
19
20 21