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
676
$69.2K ﹤0.01%
+10,478
677
$69.1K ﹤0.01%
10,610
-21,277
678
$67.7K ﹤0.01%
456
-8,133
679
$67.3K ﹤0.01%
469
-6,162
680
$66.8K ﹤0.01%
1,463
+1,448
681
$65.3K ﹤0.01%
171
-1,394
682
$64.2K ﹤0.01%
+9,609
683
$63.1K ﹤0.01%
102
-5,303
684
$60.3K ﹤0.01%
167
-2,688
685
$60.3K ﹤0.01%
529
-57,532
686
$60.3K ﹤0.01%
1,745
-10,342
687
$60.2K ﹤0.01%
270
-1,396
688
$59.6K ﹤0.01%
184
-2,738
689
$58.4K ﹤0.01%
+10,690
690
$58.4K ﹤0.01%
641
+608
691
$58.3K ﹤0.01%
2,464
-22,732
692
$56.4K ﹤0.01%
192
-794
693
$55.5K ﹤0.01%
+21,880
694
$50.9K ﹤0.01%
+2,052
695
$50.6K ﹤0.01%
+13,951
696
$48.8K ﹤0.01%
+5,033
697
$48.6K ﹤0.01%
+99
698
$48.1K ﹤0.01%
+13,066
699
$45.1K ﹤0.01%
+22,666
700
$45.1K ﹤0.01%
560
-4,151
26 27
28
29 30