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
601
$42.7K ﹤0.01%
584
602
$42.6K ﹤0.01%
1,174
603
$42.5K ﹤0.01%
460
+224
604
$41.6K ﹤0.01%
1,994
-3,075
605
$41.5K ﹤0.01%
1,010
-504
606
$41.5K ﹤0.01%
413
+40
607
$41K ﹤0.01%
1,419
608
$40.9K ﹤0.01%
453
609
$40.8K ﹤0.01%
2,500
610
$40.5K ﹤0.01%
526
+4
611
$40.5K ﹤0.01%
1,205
-122
612
$40.3K ﹤0.01%
700
+100
613
$40K ﹤0.01%
+389
614
$39.5K ﹤0.01%
636
-4,400
615
$39.4K ﹤0.01%
1,190
616
$39.3K ﹤0.01%
1,521
-1,351
617
$38.8K ﹤0.01%
2,055
-271
618
$38.6K ﹤0.01%
200
619
$38.3K ﹤0.01%
829
620
$38.2K ﹤0.01%
1,016
+840
621
$37.7K ﹤0.01%
1,182
622
$37.5K ﹤0.01%
429
623
$37.3K ﹤0.01%
40
624
$37.3K ﹤0.01%
619
+309
625
$37.1K ﹤0.01%
425
23 24
25
26 27