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
426
$105K 0.01%
650
427
$105K 0.01%
33,425
-11,360
428
$104K 0.01%
608
429
$101K 0.01%
8,483
-4,133
430
$101K 0.01%
1,515
+340
431
$101K 0.01%
3,445
-1,926
432
$101K 0.01%
922
+162
433
$100K 0.01%
2,550
434
$99.6K 0.01%
880
-180
435
$99.5K 0.01%
693
-139
436
$97.7K 0.01%
785
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437
$97.7K 0.01%
6,721
-1,929
438
$97.7K 0.01%
646
439
$96.8K 0.01%
788
440
$95.8K 0.01%
3,000
441
$95K 0.01%
1,580
-1,092
442
$94.8K 0.01%
27,000
+10,000
443
$94.1K 0.01%
1,994
+205
444
$93.8K 0.01%
1,059
+1,029
445
$93.8K 0.01%
2,976
446
$92.7K 0.01%
700
-100
447
$92.4K 0.01%
3,922
+3,622
448
$90.7K 0.01%
+2,498
449
$90.6K 0.01%
988
-1,940
450
$90.6K 0.01%
+1,975
16 17
18
19 20