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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
1401
– –
-6,276
1402
– –
-1,876
1403
– –
-5,660
1404
– –
-78,511
1405
– –
-19,065
1406
– –
-41,020
1407
– –
-10,400
1408
– –
-5,767
1409
– –
-5,460
1410
– –
-4,118
1411
– –
-10,906
1412
– –
-6,061
1413
– –
-101,757
1414
– –
-22,616
1415
– –
-231,330
1416
– –
-128,948
1417
– –
-228,910
1418
– –
-7,586
1419
– –
-68,408
1420
– –
-9,813
1421
– –
-27,250
1422
– –
-37,370
1423
– –
-4,144
1424
– –
-130,101
1425
– –
-65,844
54 55 56
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