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
851
$10.2K ﹤0.01%
300
852
$10.1K ﹤0.01%
1,000
853
$10.1K ﹤0.01%
63
854
$10.1K ﹤0.01%
+379
855
$10.1K ﹤0.01%
+650
856
$10.1K ﹤0.01%
30
857
$10.1K ﹤0.01%
275
-54
858
$10K ﹤0.01%
165
859
$10K ﹤0.01%
305
+30
860
$9.9K ﹤0.01%
800
861
$9.85K ﹤0.01%
192
862
$9.77K ﹤0.01%
2
+1
863
$9.74K ﹤0.01%
108
864
$9.69K ﹤0.01%
76
-5
865
$9.62K ﹤0.01%
125
-25
866
$9.6K ﹤0.01%
10,000
-10,000
867
$9.38K ﹤0.01%
1,060
868
$9.23K ﹤0.01%
170
-69
869
$9.2K ﹤0.01%
+256
870
$9.16K ﹤0.01%
1,000
871
$9.08K ﹤0.01%
+1,000
872
$9.02K ﹤0.01%
56
+15
873
$8.99K ﹤0.01%
100
874
$8.93K ﹤0.01%
43
875
$8.85K ﹤0.01%
162
+24
33 34
35
36 37