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
401
$123K 0.01%
1,656
-625
402
$123K 0.01%
+2,359
403
$122K 0.01%
2,513
+630
404
$121K 0.01%
1,421
+664
405
$120K 0.01%
1,238
+938
406
$120K 0.01%
1,633
-618
407
$119K 0.01%
3,365
+14
408
$118K 0.01%
1,725
+171
409
$118K 0.01%
3,410
+3,280
410
$117K 0.01%
2,760
-5,109
411
$117K 0.01%
2,410
+2,260
412
$117K 0.01%
17,500
413
$115K 0.01%
729
-700
414
$115K 0.01%
280
+95
415
$113K 0.01%
3,045
+2,985
416
$113K 0.01%
+1,826
417
$112K 0.01%
4,255
-518
418
$111K 0.01%
3,120
+638
419
$111K 0.01%
7,320
+7,272
420
$111K 0.01%
688
+1
421
$108K 0.01%
1,151
+289
422
$108K 0.01%
1,118
+118
423
$107K 0.01%
279
+47
424
$107K 0.01%
7,241
-3,037
425
$106K 0.01%
4,640
-446
15 16
17
18 19