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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
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1077
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1080
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1081
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1082
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1084
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-31,407
1085
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1089
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1093
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1094
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1097
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1100
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