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
776
$14.9K ﹤0.01%
+160
777
$14.9K ﹤0.01%
317
778
$14.9K ﹤0.01%
100
+40
779
$14.7K ﹤0.01%
133
780
$14.7K ﹤0.01%
89
781
$14.6K ﹤0.01%
400
-100
782
$14.6K ﹤0.01%
1,000
783
$14.6K ﹤0.01%
249
-578
784
$14.5K ﹤0.01%
500
785
$14.4K ﹤0.01%
1,700
786
$14.2K ﹤0.01%
434
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787
$14.2K ﹤0.01%
500
788
$14.1K ﹤0.01%
129
789
$14.1K ﹤0.01%
194
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$14.1K ﹤0.01%
98
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$14K ﹤0.01%
200
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$13.8K ﹤0.01%
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$13.6K ﹤0.01%
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$13.6K ﹤0.01%
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795
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$13.6K ﹤0.01%
672
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$13.4K ﹤0.01%
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798
$13.4K ﹤0.01%
287
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799
$13.2K ﹤0.01%
120
800
$13.2K ﹤0.01%
83
-118
30 31
32
33 34