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
701
$44K ﹤0.01%
248
-4,008
702
$43.2K ﹤0.01%
192
-2,434
703
$42.6K ﹤0.01%
+205
704
$42.4K ﹤0.01%
+3,360
705
$41K ﹤0.01%
155
-36
706
$39.3K ﹤0.01%
2,231
+904
707
$37.9K ﹤0.01%
+236
708
$37K ﹤0.01%
693
-27,064
709
$33.5K ﹤0.01%
559
-1,535
710
$30.1K ﹤0.01%
99
-49,344
711
$29.1K ﹤0.01%
361
-381
712
$26.9K ﹤0.01%
813
+798
713
$24.8K ﹤0.01%
211
-19,081
714
$24.6K ﹤0.01%
203
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715
$24.1K ﹤0.01%
27
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716
$22.1K ﹤0.01%
+436
717
$21.1K ﹤0.01%
220
-2,896
718
$19.6K ﹤0.01%
323
-321
719
$19.3K ﹤0.01%
+84
720
$17K ﹤0.01%
+244
721
$15.4K ﹤0.01%
+110
722
$14K ﹤0.01%
+56
723
$13.2K ﹤0.01%
17
-175
724
$12K ﹤0.01%
46
-12,393
725
$11K ﹤0.01%
+414
27 28
29
30 31