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
1026
$4.25K ﹤0.01%
126
1027
$4.22K ﹤0.01%
453
1028
$4.21K ﹤0.01%
607
1029
$4.2K ﹤0.01%
+100
1030
$4.2K ﹤0.01%
261
1031
$4.16K ﹤0.01%
150
1032
$4.14K ﹤0.01%
292
1033
$4.13K ﹤0.01%
52
1034
$4.12K ﹤0.01%
1,000
1035
$4.1K ﹤0.01%
+57
1036
$4.08K ﹤0.01%
34
1037
$4.06K ﹤0.01%
39
1038
$4K ﹤0.01%
164
1039
$3.99K ﹤0.01%
7
-4
1040
$3.98K ﹤0.01%
59
+1
1041
$3.97K ﹤0.01%
15
1042
$3.96K ﹤0.01%
198
1043
$3.89K ﹤0.01%
90
1044
$3.81K ﹤0.01%
204
1045
$3.8K ﹤0.01%
+100
1046
$3.79K ﹤0.01%
1,746
1047
$3.77K ﹤0.01%
237
+2
1048
$3.76K ﹤0.01%
50
1049
$3.72K ﹤0.01%
27
1050
$3.65K ﹤0.01%
211
40 41
42
43 44