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
751
$17.8K ﹤0.01%
423
752
$17.8K ﹤0.01%
325
+20
753
$17.5K ﹤0.01%
1,250
754
$17.3K ﹤0.01%
+482
755
$17.2K ﹤0.01%
36
-29
756
$17.2K ﹤0.01%
507
+3
757
$17.1K ﹤0.01%
400
758
$17K ﹤0.01%
80
759
$16.9K ﹤0.01%
+322
760
$16.9K ﹤0.01%
+115
761
$16.8K ﹤0.01%
215
762
$16.8K ﹤0.01%
1,000
763
$16.5K ﹤0.01%
200
764
$16.4K ﹤0.01%
934
765
$16K ﹤0.01%
175
766
$16K ﹤0.01%
105
+95
767
$15.8K ﹤0.01%
1,000
768
$15.6K ﹤0.01%
4,000
769
$15.6K ﹤0.01%
177
-62
770
$15.5K ﹤0.01%
470
771
$15.5K ﹤0.01%
834
772
$15.2K ﹤0.01%
+200
773
$15.2K ﹤0.01%
+800
774
$15K ﹤0.01%
+171
775
$14.9K ﹤0.01%
2,000