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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
1101
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-41,335
1102
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0
1103
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-13,720
1104
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-36,798
1105
– –
-54,700
1106
– –
-4,621
1107
– –
-8,318
1108
– –
-4,473
1109
– –
-9,151
1110
– –
-3,135
1111
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-50,569
1112
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-4,600
1113
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-107,796
1114
– –
-1,547
1115
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-31,506
1116
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-48
1117
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-14,249
1118
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-92,772
1119
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-39,276
1120
– –
-18,939
1121
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-11,167
1122
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-7,600
1123
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-19,622
1124
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-72,322
1125
– –
-2,277
43 44
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