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
551
$53.7K ﹤0.01%
896
552
$53.6K ﹤0.01%
584
+282
553
$53.5K ﹤0.01%
548
554
$53.3K ﹤0.01%
+166
555
$52.6K ﹤0.01%
+2,450
556
$52.2K ﹤0.01%
4,016
557
$51.9K ﹤0.01%
6,450
558
$51.7K ﹤0.01%
9,048
-25,168
559
$51.5K ﹤0.01%
193
+6
560
$51.5K ﹤0.01%
369
561
$50.9K ﹤0.01%
699
+193
562
$50.8K ﹤0.01%
2,594
-2,350
563
$50.7K ﹤0.01%
141
+124
564
$50.3K ﹤0.01%
4,000
565
$50.2K ﹤0.01%
+1,403
566
$49.8K ﹤0.01%
279
+128
567
$49.8K ﹤0.01%
150
568
$49.4K ﹤0.01%
1,304
569
$49.3K ﹤0.01%
+1,100
570
$49.2K ﹤0.01%
+411
571
$48.6K ﹤0.01%
564
-146
572
$48.6K ﹤0.01%
2,055
-9,367
573
$48.5K ﹤0.01%
449
+215
574
$48.4K ﹤0.01%
2,103
+615
575
$48.4K ﹤0.01%
2,500
21 22
23
24 25