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
551
$227K ﹤0.01%
4,497
-11,660
552
$224K ﹤0.01%
+2,903
553
$224K ﹤0.01%
4,933
-283
554
$223K ﹤0.01%
16,358
+5,628
555
$222K ﹤0.01%
450
-12,515
556
$222K ﹤0.01%
+4,906
557
$222K ﹤0.01%
+5,399
558
$222K ﹤0.01%
+5,379
559
$221K ﹤0.01%
+5,770
560
$221K ﹤0.01%
7,647
-21,137
561
$220K ﹤0.01%
1,427
-1,486
562
$220K ﹤0.01%
+2,220
563
$219K ﹤0.01%
+7,026
564
$219K ﹤0.01%
+11,614
565
$219K ﹤0.01%
+6,721
566
$219K ﹤0.01%
+777
567
$218K ﹤0.01%
1,948
-1,391
568
$217K ﹤0.01%
2,015
-4,586
569
$215K ﹤0.01%
+7,051
570
$214K ﹤0.01%
1,960
-125
571
$213K ﹤0.01%
+15,043
572
$212K ﹤0.01%
2,355
-9,071
573
$212K ﹤0.01%
11,481
+11,250
574
$212K ﹤0.01%
1,634
-1,271
575
$211K ﹤0.01%
+1,697
21 22
23
24 25