We are live on ! Find out more
Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$122M
3
+$120M
4
META icon
Meta Platforms (Facebook)
META
+$80.2M
5
BABA icon
Alibaba
BABA
+$58.4M

Top Sells

1
+$358M
2
+$95.4M
3
+$72.3M
4
MS icon
Morgan Stanley
MS
+$57.8M
5
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$23.8M

Sector Composition

1 Technology 10.04%
2 Healthcare 4.65%
3 Energy 4.09%
4 Financials 4.02%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-28,774
752
– –
0
753
– –
0
754
– –
0
755
– –
0
756
– –
0
757
– –
0
758
– –
0
759
– –
0
760
– –
-17,271
761
– –
-13,344
762
– –
0
763
– –
0
764
– –
0
765
– –
0
766
– –
0
767
– –
0
768
– –
-11,641
769
– –
0
770
– –
-4,215
771
– –
0
772
– –
0
773
– –
-37,453
774
– –
-15,960
775
– –
0
29 30
31
32 33