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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
1201
– –
-2,128
1202
– –
-46,247
1203
– –
-10,900
1204
– –
-37,268
1205
– –
-74,152
1206
– –
-32,700
1207
– –
-2,355
1208
– –
0
1209
– –
-28,249
1210
– –
-9,728
1211
– –
-21,905
1212
– –
-5,747
1213
– –
-93,188
1214
– –
-169,180
1215
– –
-9,148
1216
– –
-61,495
1217
– –
-139,024
1218
– –
-8,875
1219
– –
-7,910
1220
– –
-75,000
1221
– –
-37,500
1222
– –
-24,577
1223
– –
-15,060
1224
– –
0
1225
– –
-64,709
47 48
49
50 51