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
$5.24B
AUM Growth
+$666M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$473M
3
+$34.5M
4
MSFT icon
Microsoft
MSFT
+$13.2M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.1M

Top Sells

1
+$136M
2
+$88.7M
3
+$21.8M
4
SBUX icon
Starbucks
SBUX
+$18.8M
5
AAPL icon
Apple
AAPL
+$16.5M

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
776
– –
-208
777
– –
-9,548
778
– –
-6,484
779
– –
-3,813
780
– –
-19,182
781
– –
-52,296
782
– –
-2,993
783
– –
-1,128
784
– –
-7,172
785
– –
-46,893
786
– –
-23,304
787
– –
-33,564
788
– –
-83,507
789
– –
-36,736
790
– –
-20,938
791
– –
-54,022
792
– –
-12,901
793
– –
-6,437
794
– –
-16,180
795
– –
-3,576
796
– –
-10,463
797
– –
-16,596
798
– –
-1,412
799
– –
-13,397
800
– –
-4,458
30 31
32
33 34