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
526
$59.5K ﹤0.01%
1,119
-1,102
527
$58.6K ﹤0.01%
2,053
+509
528
$58.4K ﹤0.01%
1,209
529
$58.3K ﹤0.01%
+1,609
530
$58.1K ﹤0.01%
5,000
531
$57.7K ﹤0.01%
1,045
+887
532
$57.4K ﹤0.01%
489
+98
533
$57.4K ﹤0.01%
348
+200
534
$57.3K ﹤0.01%
1,326
-676
535
$56.7K ﹤0.01%
200
+62
536
$56.1K ﹤0.01%
4,016
-2,119
537
$56K ﹤0.01%
+1,628
538
$56K ﹤0.01%
+900
539
$55.9K ﹤0.01%
540
540
$55.7K ﹤0.01%
1,157
-79
541
$55.5K ﹤0.01%
+804
542
$55.3K ﹤0.01%
735
+10
543
$55.2K ﹤0.01%
728
+202
544
$55K ﹤0.01%
3,158
+603
545
$54.7K ﹤0.01%
492
+122
546
$54.5K ﹤0.01%
665
+16
547
$54.5K ﹤0.01%
1,800
+288
548
$54.2K ﹤0.01%
834
549
$53.7K ﹤0.01%
+1,348
550
$53.7K ﹤0.01%
1,326
-2,524
20 21
22
23 24