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
626
$37.1K ﹤0.01%
1,274
+610
627
$37K ﹤0.01%
738
+384
628
$36.8K ﹤0.01%
407
+240
629
$36.7K ﹤0.01%
2,404
630
$36.2K ﹤0.01%
815
631
$36K ﹤0.01%
679
-133
632
$35.5K ﹤0.01%
246
+135
633
$35.5K ﹤0.01%
2,550
634
$35K ﹤0.01%
600
635
$34.6K ﹤0.01%
903
+8
636
$33.6K ﹤0.01%
200
637
$33.5K ﹤0.01%
376
-69
638
$33.5K ﹤0.01%
118
639
$33.4K ﹤0.01%
+1,880
640
$33.4K ﹤0.01%
739
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641
$33.2K ﹤0.01%
151
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642
$33.1K ﹤0.01%
98
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643
$32.6K ﹤0.01%
603
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644
$32.5K ﹤0.01%
518
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645
$32.5K ﹤0.01%
1,250
646
$32.5K ﹤0.01%
620
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647
$32.4K ﹤0.01%
600
648
$32.2K ﹤0.01%
2,000
649
$32K ﹤0.01%
890
+310
650
$32K ﹤0.01%
367
+1
24 25
26
27 28