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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
$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
1001
– –
-5,900
1002
– –
-4,216
1003
– –
-3,819
1004
– –
-9,848
1005
– –
-105,958
1006
– –
-1,333
1007
– –
-8,689
1008
– –
-11,755
1009
– –
-13,593
1010
– –
-11,379
1011
– –
0
1012
– –
-9,257
1013
– –
-11,564
1014
– –
-5,107
1015
– –
-500,100
1016
– –
-19,402
1017
– –
-2,690
1018
– –
-9,239
1019
– –
-38,562
1020
– –
-47,629
1021
– –
-523
1022
– –
-1,865
1023
– –
-31,814
1024
– –
-11,535
1025
– –
-12,244
39 40
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