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
351
$191K 0.01%
5,667
352
$190K 0.01%
381
+89
353
$189K 0.01%
1,696
-907
354
$188K 0.01%
2,066
+544
355
$188K 0.01%
6,224
+976
356
$188K 0.01%
1,427
-114
357
$186K 0.01%
4,856
-5,034
358
$186K 0.01%
50,000
359
$185K 0.01%
2,012
-243
360
$185K 0.01%
2,538
+605
361
$183K 0.01%
2,439
+748
362
$183K 0.01%
2,725
363
$180K 0.01%
2,945
+793
364
$177K 0.01%
765
365
$172K 0.01%
563
366
$171K 0.01%
3,302
-1,976
367
$170K 0.01%
31,508
-13,133
368
$167K 0.01%
479
+153
369
$166K 0.01%
790
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370
$165K 0.01%
766
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371
$162K 0.01%
1,019
+171
372
$160K 0.01%
1,345
+765
373
$160K 0.01%
7,659
+1,255
374
$157K 0.01%
3,762
-111
375
$155K 0.01%
630
13 14
15
16 17