Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 18.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.81%
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
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1002
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1003
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1005
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1006
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1007
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1008
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1009
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1010
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1011
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1012
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1013
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1014
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0
1015
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1016
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1017
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1018
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1019
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1020
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1021
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1022
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1023
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1024
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-26,742
1025
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-47,500
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