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
576
$47.4K ﹤0.01%
1,760
+260
577
$47.1K ﹤0.01%
1,174
578
$47K ﹤0.01%
+530
579
$46.9K ﹤0.01%
597
+447
580
$46.8K ﹤0.01%
+847
581
$46.7K ﹤0.01%
5,000
582
$46.7K ﹤0.01%
+2,845
583
$46.6K ﹤0.01%
1,339
+1,107
584
$46.2K ﹤0.01%
600
585
$45.9K ﹤0.01%
2,796
+517
586
$45.7K ﹤0.01%
1,231
587
$45.6K ﹤0.01%
375
+6
588
$45.3K ﹤0.01%
1,477
+1,459
589
$44.8K ﹤0.01%
183
+80
590
$44.8K ﹤0.01%
6,928
+1,184
591
$44.6K ﹤0.01%
4,561
592
$44.5K ﹤0.01%
+8,422
593
$44.3K ﹤0.01%
1,505
594
$44.1K ﹤0.01%
704
+500
595
$44.1K ﹤0.01%
5,350
-14,203
596
$44K ﹤0.01%
1,530
597
$44K ﹤0.01%
500
-500
598
$43.8K ﹤0.01%
151
+40
599
$43.1K ﹤0.01%
1,107
+107
600
$43.1K ﹤0.01%
707
+100
22 23
24
25 26