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
701
$24.4K ﹤0.01%
399
-1,122
702
$24.3K ﹤0.01%
+300
703
$24.1K ﹤0.01%
159
+9
704
$23.8K ﹤0.01%
198
-7
705
$23.7K ﹤0.01%
528
+8
706
$23.4K ﹤0.01%
+1,500
707
$23.3K ﹤0.01%
600
708
$22.8K ﹤0.01%
93
+33
709
$22.8K ﹤0.01%
475
+149
710
$22.8K ﹤0.01%
2,500
711
$22.7K ﹤0.01%
299
+194
712
$22.7K ﹤0.01%
1,103
-1,508
713
$22.3K ﹤0.01%
82
-75
714
$22.3K ﹤0.01%
671
+581
715
$22.3K ﹤0.01%
657
716
$22.2K ﹤0.01%
1,246
-1,941
717
$22K ﹤0.01%
3,000
718
$22K ﹤0.01%
+683
719
$21.9K ﹤0.01%
46,961
+200
720
$21.8K ﹤0.01%
+481
721
$21.8K ﹤0.01%
7,722
-4
722
$21.8K ﹤0.01%
271
723
$21.7K ﹤0.01%
330
+290
724
$21.1K ﹤0.01%
500
725
$21K ﹤0.01%
1,773
-466
27 28
29
30 31