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
326
$236K 0.01%
1,595
327
$231K 0.01%
2,719
-2,522
328
$230K 0.01%
1,950
-851
329
$230K 0.01%
1,738
+145
330
$227K 0.01%
4,141
+3,974
331
$227K 0.01%
6,010
332
$226K 0.01%
3,300
333
$226K 0.01%
956
+234
334
$222K 0.01%
7,140
+3,446
335
$220K 0.01%
399
+35
336
$218K 0.01%
3,081
-1,730
337
$218K 0.01%
2,744
-1,129
338
$215K 0.01%
990
+259
339
$212K 0.01%
10,027
-15,918
340
$209K 0.01%
843
+141
341
$204K 0.01%
1,550
-258
342
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3,003
343
$202K 0.01%
616
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344
$202K 0.01%
3,178
-1,194
345
$202K 0.01%
+4,500
346
$202K 0.01%
4,390
-4,225
347
$202K 0.01%
1,749
348
$200K 0.01%
7,700
349
$199K 0.01%
14,528
-17,972
350
$194K 0.01%
4,502
-1,199
12 13
14
15 16