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
876
$8.8K ﹤0.01%
5,000
877
$8.8K ﹤0.01%
5,000
878
$8.75K ﹤0.01%
200
879
$8.74K ﹤0.01%
87
-62
880
$8.66K ﹤0.01%
300
-13
881
$8.64K ﹤0.01%
162
-31
882
$8.6K ﹤0.01%
201
+126
883
$8.6K ﹤0.01%
175
+125
884
$8.57K ﹤0.01%
190
885
$8.53K ﹤0.01%
204
886
$8.52K ﹤0.01%
116
887
$8.48K ﹤0.01%
100
-500
888
$8.44K ﹤0.01%
61
889
$8.39K ﹤0.01%
7,071
+6,977
890
$8.38K ﹤0.01%
400
891
$8.32K ﹤0.01%
120
892
$8.27K ﹤0.01%
700
893
$8.26K ﹤0.01%
+239
894
$8.26K ﹤0.01%
1,493
895
$8.23K ﹤0.01%
250
896
$8.21K ﹤0.01%
192
-108
897
$8.19K ﹤0.01%
1,500
898
$8.17K ﹤0.01%
275
899
$8.09K ﹤0.01%
466
900
$8.09K ﹤0.01%
297
34 35
36
37 38