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
901
$8.07K ﹤0.01%
3,000
902
$8.06K ﹤0.01%
+20
903
$8.05K ﹤0.01%
110
-16
904
$8K ﹤0.01%
52
-15
905
$7.97K ﹤0.01%
40
906
$7.8K ﹤0.01%
6,000
907
$7.69K ﹤0.01%
+89
908
$7.69K ﹤0.01%
150
+23
909
$7.66K ﹤0.01%
27
910
$7.65K ﹤0.01%
110
911
$7.64K ﹤0.01%
1
912
$7.46K ﹤0.01%
154
+30
913
$7.43K ﹤0.01%
200
914
$7.27K ﹤0.01%
+100
915
$7.25K ﹤0.01%
240
-370
916
$7.21K ﹤0.01%
600
917
$7.19K ﹤0.01%
204
918
$7.18K ﹤0.01%
+76
919
$7.17K ﹤0.01%
1,000
920
$7.12K ﹤0.01%
165
921
$7.1K ﹤0.01%
655
922
$7.03K ﹤0.01%
+250
923
$6.95K ﹤0.01%
500
924
$6.94K ﹤0.01%
+50
925
$6.93K ﹤0.01%
102
35 36
37
38 39