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
$1.44B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.1M
3
+$11.8M
4
VT icon
Vanguard Total World Stock ETF
VT
+$11.7M
5
SNY icon
Sanofi
SNY
+$4.4M

Top Sells

1
+$301M
2
+$14.2M
3
+$9.84M
4
PBI icon
Pitney Bowes
PBI
+$9.49M
5
OMC icon
Omnicom Group
OMC
+$7.16M

Sector Composition

1 Technology 20.89%
2 Consumer Discretionary 11.32%
3 Healthcare 9.74%
4 Communication Services 9.7%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-5,626
352
– –
-6,224
353
– –
-14,893
354
– –
-19,000
355
– –
-200,000
11 12 13 14
15