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
476
$77.1K ﹤0.01%
+3,464
477
$76.8K ﹤0.01%
1,180
-1,054
478
$76K ﹤0.01%
359
+104
479
$75.8K ﹤0.01%
228
+171
480
$75.4K ﹤0.01%
1,870
-1,197
481
$75.4K ﹤0.01%
6,059
482
$75.2K ﹤0.01%
5,113
-1,684
483
$75.1K ﹤0.01%
2,660
+203
484
$74.8K ﹤0.01%
1,500
-220
485
$73.8K ﹤0.01%
750
+500
486
$73.2K ﹤0.01%
1,900
487
$72.8K ﹤0.01%
2,469
+602
488
$72.4K ﹤0.01%
5,566
-1,876
489
$72.2K ﹤0.01%
1,040
+40
490
$71.8K ﹤0.01%
780
491
$71.7K ﹤0.01%
2,538
+2,492
492
$71.7K ﹤0.01%
4,449
493
$71.5K ﹤0.01%
435
+139
494
$69.7K ﹤0.01%
5,000
495
$69.5K ﹤0.01%
249
+67
496
$69.3K ﹤0.01%
491
-131
497
$69.3K ﹤0.01%
1,929
498
$68.9K ﹤0.01%
324
+61
499
$68.7K ﹤0.01%
488
500
$68K ﹤0.01%
284
+181
18 19
20
21 22