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
451
$90K 0.01%
354
+65
452
$89K 0.01%
3,764
+747
453
$88.7K 0.01%
+1,435
454
$88K 0.01%
1,510
+406
455
$88K 0.01%
739
+189
456
$87K 0.01%
3,703
+830
457
$86.9K 0.01%
798
+72
458
$86.8K 0.01%
+840
459
$85.9K 0.01%
315
+45
460
$84.5K ﹤0.01%
1,790
-250
461
$84K ﹤0.01%
2,887
-3,544
462
$83.8K ﹤0.01%
5,454
463
$82.9K ﹤0.01%
1,349
+124
464
$82K ﹤0.01%
906
+150
465
$81.8K ﹤0.01%
211
+40
466
$81.5K ﹤0.01%
1,662
+260
467
$81.3K ﹤0.01%
1,359
468
$80.9K ﹤0.01%
15,559
-8,304
469
$80.3K ﹤0.01%
2,375
470
$79.6K ﹤0.01%
1,066
+214
471
$79.6K ﹤0.01%
2,100
+56
472
$78.8K ﹤0.01%
2,568
+1,517
473
$78.4K ﹤0.01%
+5,190
474
$78.2K ﹤0.01%
8,900
+1,000
475
$77.4K ﹤0.01%
387
+114
17 18
19
20 21