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
926
$6.84K ﹤0.01%
+330
927
$6.83K ﹤0.01%
1,000
928
$6.81K ﹤0.01%
37
929
$6.8K ﹤0.01%
304
930
$6.79K ﹤0.01%
128
931
$6.72K ﹤0.01%
33
932
$6.71K ﹤0.01%
18
933
$6.68K ﹤0.01%
45
-10
934
$6.67K ﹤0.01%
27
935
$6.66K ﹤0.01%
265
936
$6.6K ﹤0.01%
+94
937
$6.57K ﹤0.01%
163
-74
938
$6.54K ﹤0.01%
200
939
$6.5K ﹤0.01%
35
940
$6.49K ﹤0.01%
150
-250
941
$6.46K ﹤0.01%
64
942
$6.43K ﹤0.01%
81
+1
943
$6.33K ﹤0.01%
328
944
$6.25K ﹤0.01%
14
945
$6.24K ﹤0.01%
212
946
$6.24K ﹤0.01%
+780
947
$6.2K ﹤0.01%
+146
948
$6.19K ﹤0.01%
65
-1
949
$6.17K ﹤0.01%
15
950
$6.1K ﹤0.01%
+2,000
36 37
38
39 40