FCH
Freestone Capital Holdings Portfolio holdings
AUM
$3.26B
1-Year Est. Return
20.11%
1 Year Est. Return
+20.11%
AUM
$2.94B
AUM Growth
+$270M
(+10%)
Holding
481
Top Buys
| 1 | +$15.8M | |
| 2 | +$14.1M | |
| 3 | +$11.1M | |
| 4 |
Apple
AAPL
|
+$7.74M |
| 5 |
Southern Company
SO
|
+$6.37M |
Top Sells
| 1 | +$42.7M | |
| 2 | +$4.96M | |
| 3 | +$4.84M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.29M |
| 5 |
Broadcom
AVGO
|
+$4.2M |
Sector Composition
| 1 | Technology | 24.42% |
| 2 | Consumer Discretionary | 6.91% |
| 3 | Financials | 6.47% |
| 4 | Healthcare | 5.35% |
| 5 | Communication Services | 5.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Cognizant
CTSH
$35.7B
| – | – |
-9,668
|
|
||
477
Vanguard Total Bond Market
BND
$137B
| – | – |
-6,737
|
|
||
478
Baidu
BIDU
$43.6B
| – | – |
-11,070
|
|
||
479
BHP
BHP
$144B
| – | – |
-4,127
|
|
||
480
Alibaba
BABA
$391B
| – | – |
-1,596
|
|
||
481
Air Products & Chemicals
APD
$58B
| – | – |
-891
|
|