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
651
$109K ﹤0.01%
+11,637
652
$109K ﹤0.01%
987
-5,552
653
$103K ﹤0.01%
+12,799
654
$100K ﹤0.01%
400
-2,273
655
$97K ﹤0.01%
+24,060
656
$96.9K ﹤0.01%
655
-1,917
657
$96.4K ﹤0.01%
4,878
-30,346
658
$94.7K ﹤0.01%
11,682
-7,016
659
$91.9K ﹤0.01%
506
-1,769
660
$89.4K ﹤0.01%
+12,449
661
$86.7K ﹤0.01%
469
-7,499
662
$86.2K ﹤0.01%
1,177
-3,516
663
$86K ﹤0.01%
+12,550
664
$81K ﹤0.01%
739
+178
665
$81K ﹤0.01%
484
-1,085
666
$79.9K ﹤0.01%
222
-1,388
667
$78.8K ﹤0.01%
496
-554
668
$76.9K ﹤0.01%
656
-44,406
669
$76K ﹤0.01%
659
-9,199
670
$75.7K ﹤0.01%
+10,465
671
$74.8K ﹤0.01%
1,207
-2,483
672
$72.8K ﹤0.01%
+17,127
673
$72.2K ﹤0.01%
1,528
-2,028
674
$70.2K ﹤0.01%
6,261
-12,216
675
$69.3K ﹤0.01%
75
-642
25 26
27
28 29