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
676
$28.2K ﹤0.01%
958
+852
677
$28.1K ﹤0.01%
3,280
678
$28K ﹤0.01%
+785
679
$28K ﹤0.01%
+300
680
$27.7K ﹤0.01%
124
681
$27.7K ﹤0.01%
215
+15
682
$27.7K ﹤0.01%
1,000
683
$27.2K ﹤0.01%
345
684
$27K ﹤0.01%
+803
685
$27K ﹤0.01%
135
686
$26.9K ﹤0.01%
896
-29
687
$26.9K ﹤0.01%
101
688
$26.8K ﹤0.01%
1,830
689
$26.2K ﹤0.01%
+400
690
$26K ﹤0.01%
26
691
$26K ﹤0.01%
+46
692
$25.9K ﹤0.01%
761
693
$25.4K ﹤0.01%
1,000
694
$25.2K ﹤0.01%
300
695
$25.1K ﹤0.01%
140
+116
696
$24.7K ﹤0.01%
62
697
$24.6K ﹤0.01%
955
698
$24.5K ﹤0.01%
11
-1
699
$24.5K ﹤0.01%
37
700
$24.4K ﹤0.01%
1,117
-20,000
26 27
28
29 30