Capstone Investment Advisors Portfolio holdings
AUM
$11.7B
1-Year Return
2.17%
This Quarter Return
+0.55%
1 Year Return
+2.17%
3 Year Return
+4.2%
5 Year Return
+5.2%
10 Year Return
+27.16%
AUM
$10.1B
AUM Growth
+$4.87B
(+93%)
Cap. Flow
+$2.62B
Cap. Flow
% of AUM
25.88%
Top 10 Holdings %
Top 10 Hldgs %
63.73%
Holding
975
New
115
Increased
354
Reduced
178
Closed
204
Top Buys
| 1 |
Microsoft
MSFT
|
$1.55B |
| 2 |
Amazon
AMZN
|
$1.16B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$870M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$750M |
| 5 |
NVIDIA
NVDA
|
$400M |
Top Sells
Sector Composition
| 1 | Technology | 24.48% |
| 2 | Consumer Discretionary | 13.11% |
| 3 | Healthcare | 2.28% |
| 4 | Industrials | 1.61% |
| 5 | Energy | 1.26% |
