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
951
$6.07K ﹤0.01%
1,800
952
$6.05K ﹤0.01%
+35
953
$6.04K ﹤0.01%
+232
954
$6.03K ﹤0.01%
+500
955
$6.03K ﹤0.01%
+147
956
$6.01K ﹤0.01%
7,500
957
$6K ﹤0.01%
57
958
$6K ﹤0.01%
+156
959
$5.97K ﹤0.01%
+30
960
$5.97K ﹤0.01%
51
961
$5.94K ﹤0.01%
146
-125
962
$5.93K ﹤0.01%
350
-150
963
$5.89K ﹤0.01%
253
964
$5.8K ﹤0.01%
44
965
$5.76K ﹤0.01%
167
+3
966
$5.75K ﹤0.01%
252
-108
967
$5.75K ﹤0.01%
+450
968
$5.72K ﹤0.01%
118
969
$5.71K ﹤0.01%
85
970
$5.64K ﹤0.01%
28
971
$5.54K ﹤0.01%
+500
972
$5.51K ﹤0.01%
95
-310
973
$5.51K ﹤0.01%
200
974
$5.47K ﹤0.01%
109
975
$5.47K ﹤0.01%
48
-228
37 38
39
40 41