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
951
– –
-10,557
952
– –
-2,151
953
– –
-14,245
954
– –
-12,901
955
– –
-6,437
956
– –
-16,180
957
– –
-3,576
958
– –
-10,463
959
– –
-16,596
960
– –
-1,412
961
– –
-13,397
962
– –
-4,458
963
– –
-13,219
964
– –
-7,168
965
– –
-15,966
966
– –
-3,545
967
– –
-18,548
968
– –
-5,535
969
– –
-2,889
970
– –
-23,355
971
– –
-7,573
972
– –
-38,486
973
– –
-1,383
974
– –
-22,549
975
– –
-36,149
37 38
39
40 41