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
976
$5.42K ﹤0.01%
134
-33
977
$5.41K ﹤0.01%
62
978
$5.38K ﹤0.01%
+500
979
$5.36K ﹤0.01%
54
980
$5.33K ﹤0.01%
44
981
$5.31K ﹤0.01%
14
982
$5.29K ﹤0.01%
+28
983
$5.28K ﹤0.01%
100
984
$5.28K ﹤0.01%
167
985
$5.24K ﹤0.01%
300
986
$5.23K ﹤0.01%
288
987
$5.23K ﹤0.01%
+238
988
$5.21K ﹤0.01%
37
989
$5.13K ﹤0.01%
185
990
$5.07K ﹤0.01%
+239
991
$5.05K ﹤0.01%
+101
992
$5.01K ﹤0.01%
+17
993
$5.01K ﹤0.01%
136
994
$5K ﹤0.01%
+160
995
$4.97K ﹤0.01%
+120
996
$4.97K ﹤0.01%
356
997
$4.95K ﹤0.01%
320
998
$4.92K ﹤0.01%
+83
999
$4.86K ﹤0.01%
342
+10
1000
$4.85K ﹤0.01%
109
38 39
40
41 42