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
251
$610K ﹤0.01%
14,465
+2,044
252
$598K ﹤0.01%
19,059
-1,514
253
$584K ﹤0.01%
28,782
-5,477
254
$573K ﹤0.01%
+6,316
255
$569K ﹤0.01%
20,492
-1,329
256
$567K ﹤0.01%
32,031
+968
257
$560K ﹤0.01%
6,232
+295
258
$548K ﹤0.01%
3,390
259
$543K ﹤0.01%
18,635
-1,033
260
$541K ﹤0.01%
3,469
+579
261
$537K ﹤0.01%
7,500
262
$534K ﹤0.01%
25,168
-1,317
263
$530K ﹤0.01%
11,174
-757
264
$525K ﹤0.01%
10,593
-622
265
$520K ﹤0.01%
18,765
-23,024
266
$515K ﹤0.01%
6,786
+2,806
267
$514K ﹤0.01%
13,388
+1,963
268
$513K ﹤0.01%
4,879
-480
269
$499K ﹤0.01%
+6,677
270
$478K ﹤0.01%
+4,090
271
$476K ﹤0.01%
1,765
+631
272
$473K ﹤0.01%
34,007
-6,329
273
$471K ﹤0.01%
15,326
274
$459K ﹤0.01%
9,632
+2,284
275
$444K ﹤0.01%
+7,310
9 10
11
12 13