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
801
$13.2K ﹤0.01%
156
+106
802
$13.2K ﹤0.01%
2,500
803
$13.1K ﹤0.01%
400
-300
804
$13.1K ﹤0.01%
1,250
-123
805
$12.9K ﹤0.01%
97
+52
806
$12.8K ﹤0.01%
66
807
$12.7K ﹤0.01%
288
808
$12.7K ﹤0.01%
56
+13
809
$12.5K ﹤0.01%
102
810
$12.5K ﹤0.01%
+745
811
$12.5K ﹤0.01%
126
812
$12.3K ﹤0.01%
70
-5
813
$12.3K ﹤0.01%
+139
814
$12.3K ﹤0.01%
270
815
$12.2K ﹤0.01%
127
+27
816
$12K ﹤0.01%
466
+70
817
$11.9K ﹤0.01%
75
+1
818
$11.8K ﹤0.01%
315
819
$11.8K ﹤0.01%
200
820
$11.8K ﹤0.01%
123
-45
821
$11.8K ﹤0.01%
41
822
$11.7K ﹤0.01%
353
+188
823
$11.7K ﹤0.01%
418
+270
824
$11.7K ﹤0.01%
+111
825
$11.7K ﹤0.01%
266
+81
31 32
33
34 35