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
$1.71B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.77M
3
+$5.13M
4
NVDA icon
NVIDIA
NVDA
+$3.95M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Top Sells

1
+$51.7M
2
+$6.77M
3
+$4.36M
4
SAP icon
SAP
SAP
+$4.01M
5
LLY icon
Eli Lilly
LLY
+$3.85M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 10.72%
3 Healthcare 9.67%
4 Financials 6.81%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$288K 0.02%
+3,908
302
$280K 0.02%
16,520
-8,238
303
$278K 0.02%
47,770
304
$276K 0.02%
850
-250
305
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4,380
306
$272K 0.02%
27,500
307
$271K 0.02%
2,008
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308
$266K 0.02%
14,731
-5,366
309
$265K 0.02%
3,886
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310
$265K 0.02%
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311
$264K 0.02%
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312
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16,476
-9,627
313
$259K 0.02%
12,601
-25,291
314
$256K 0.02%
225
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315
$253K 0.01%
2,089
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316
$250K 0.01%
4,273
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317
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318
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12,661
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319
$248K 0.01%
1,103
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320
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321
$244K 0.01%
642
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322
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1,641
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323
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993
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324
$240K 0.01%
7,506
+74
325
$239K 0.01%
1,566
-193
11 12
13
14 15