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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
1026
– –
-11,749
1027
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-28,463
1028
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-7,494
1029
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-814
1030
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-8,879
1031
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-14,028
1032
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-3,544
1033
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-11,459
1034
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-2,461
1035
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-7,361
1036
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-15,981
1037
– –
-7,291
1038
– –
-2,971
1039
– –
-816
1040
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-2,655
1041
– –
-54,846
1042
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-32,634
1043
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-26,391
1044
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-27,455
1045
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-4,590
1046
– –
-50,272
1047
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-2,327
1048
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-5,348
1049
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-5,289
1050
– –
-29,795
40 41
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43 44