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
651
$31.9K ﹤0.01%
655
-2,840
652
$31.8K ﹤0.01%
1,245
653
$31.7K ﹤0.01%
403
+295
654
$31.5K ﹤0.01%
+1,047
655
$31.4K ﹤0.01%
215
656
$31.2K ﹤0.01%
400
657
$31K ﹤0.01%
1,109
658
$30.7K ﹤0.01%
+215
659
$30.6K ﹤0.01%
1,160
-6,825
660
$30.6K ﹤0.01%
694
-503
661
$30.5K ﹤0.01%
85
662
$30.5K ﹤0.01%
328
-1,518
663
$30.3K ﹤0.01%
1,500
664
$30.3K ﹤0.01%
+377
665
$30.2K ﹤0.01%
1,135
666
$29.7K ﹤0.01%
1,200
667
$29.7K ﹤0.01%
1,054
-7
668
$29.3K ﹤0.01%
150
-100
669
$29.1K ﹤0.01%
2,000
670
$29.1K ﹤0.01%
+5,192
671
$28.8K ﹤0.01%
50
672
$28.5K ﹤0.01%
2,073
673
$28.5K ﹤0.01%
126
+41
674
$28.4K ﹤0.01%
824
+574
675
$28.3K ﹤0.01%
392
25 26
27
28 29