FCH

Freestone Capital Holdings Portfolio holdings

AUM $3.26B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$16.2M
3
+$15.1M
4
BIIB icon
Biogen
BIIB
+$14.4M
5
AMZN icon
Amazon
AMZN
+$12.8M

Top Sells

1
+$43.3M
2
+$30.5M
3
+$16.2M
4
HLT icon
Hilton Worldwide
HLT
+$15.9M
5
HPE icon
Hewlett Packard
HPE
+$15.4M

Sector Composition

1 Technology 19.8%
2 Healthcare 15.23%
3 Consumer Discretionary 10.62%
4 Communication Services 8.29%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$869K 0.01%
26,914
-4,075
227
$857K 0.01%
13,359
-558
228
$850K 0.01%
+78,183
229
$834K 0.01%
+12,304
230
$800K 0.01%
10,000
231
$754K ﹤0.01%
12,640
+2,740
232
$746K ﹤0.01%
6,828
+575
233
$744K ﹤0.01%
10,769
-1,049
234
$743K ﹤0.01%
31,463
+9,060
235
$730K ﹤0.01%
28,784
+2,197
236
$717K ﹤0.01%
8,557
+792
237
$712K ﹤0.01%
21,149
-480,147
238
$692K ﹤0.01%
22,500
239
$687K ﹤0.01%
17,760
+1,605
240
$683K ﹤0.01%
3,846
+2,636
241
$681K ﹤0.01%
3,039
+457
242
$678K ﹤0.01%
8,316
-1,037
243
$677K ﹤0.01%
8,190
+1,122
244
$676K ﹤0.01%
45,679
245
$673K ﹤0.01%
13,527
-15,423
246
$647K ﹤0.01%
+7,165
247
$639K ﹤0.01%
4,365
+500
248
$637K ﹤0.01%
30,417
+3,752
249
$634K ﹤0.01%
+3,513
250
$622K ﹤0.01%
11,831
-1,419
8 9
10
11 12