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
376
$153K 0.01%
3,361
-1,984
377
$152K 0.01%
1,115
+280
378
$152K 0.01%
2,291
-927
379
$149K 0.01%
2,935
+2,512
380
$148K 0.01%
2,674
+2,153
381
$146K 0.01%
1,289
+154
382
$140K 0.01%
3,270
+2,981
383
$139K 0.01%
2,577
-2,170
384
$139K 0.01%
5,662
+2,000
385
$138K 0.01%
1,077
386
$135K 0.01%
15,342
-6,525
387
$134K 0.01%
300
388
$133K 0.01%
16,539
+557
389
$132K 0.01%
+2,593
390
$131K 0.01%
+3,229
391
$130K 0.01%
5,575
-1,337
392
$129K 0.01%
2,803
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393
$129K 0.01%
1,690
394
$129K 0.01%
4,102
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395
$129K 0.01%
2,572
-541
396
$128K 0.01%
3,174
-2,755
397
$127K 0.01%
+4,167
398
$127K 0.01%
1,589
-477
399
$123K 0.01%
2,277
-20
400
$123K 0.01%
2,289
-415
14 15
16
17 18