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
476
$283K ﹤0.01%
+4,086
477
$282K ﹤0.01%
8,894
-23,156
478
$282K ﹤0.01%
3,223
-3,307
479
$282K ﹤0.01%
+974
480
$281K ﹤0.01%
1,200
-2,000
481
$281K ﹤0.01%
+31,002
482
$281K ﹤0.01%
2,719
-3,417
483
$280K ﹤0.01%
12,077
-555
484
$280K ﹤0.01%
+3,506
485
$278K ﹤0.01%
709
-611
486
$277K ﹤0.01%
4,571
-399
487
$277K ﹤0.01%
+1,373
488
$277K ﹤0.01%
7,842
+368
489
$276K ﹤0.01%
2,031
+20
490
$276K ﹤0.01%
+10,553
491
$274K ﹤0.01%
7,920
-69
492
$274K ﹤0.01%
928
-115
493
$273K ﹤0.01%
+18,600
494
$273K ﹤0.01%
+7,703
495
$273K ﹤0.01%
1,040
-7,859
496
$268K ﹤0.01%
4,005
-6,908
497
$268K ﹤0.01%
+15,904
498
$268K ﹤0.01%
3,246
-21,927
499
$267K ﹤0.01%
1,643
-1,409
500
$266K ﹤0.01%
3,371
+366
18 19
20
21 22