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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
$4.58B
AUM Growth
-$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,562
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$68.9M
3
+$39.7M
4
AMZN icon
Amazon
AMZN
+$25M
5
INTC icon
Intel
INTC
+$20.7M

Top Sells

1
+$102M
2
+$87.5M
3
+$69.9M
4
CRWD icon
CrowdStrike
CRWD
+$56.4M
5
O icon
Realty Income
O
+$43.4M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 5.1%
3 Financials 3.12%
4 Healthcare 3.07%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-22,421
1002
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-92,372
1003
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-38,212
1004
– –
-2,527
1005
– –
-24,470
1006
– –
-9,667
1007
– –
-300,000
1008
– –
-17,920
1009
– –
-32,700
1010
– –
-37,600
1011
– –
-18,685
1012
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-9,760
1013
– –
-15,220
1014
– –
-5,327
1015
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0
1016
– –
-26,362
1017
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-4,366
1018
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-564
1019
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-5,702
1020
– –
-42,055
1021
– –
-40,004
1022
– –
-9,695
1023
– –
-3,122
1024
– –
-31,842
1025
– –
-45,259
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