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
1051
$3.61K ﹤0.01%
40
1052
$3.59K ﹤0.01%
31
1053
– –
0
1054
$3.54K ﹤0.01%
38
1055
$3.5K ﹤0.01%
6
1056
$3.47K ﹤0.01%
15
1057
$3.46K ﹤0.01%
31
1058
$3.45K ﹤0.01%
36
1059
$3.42K ﹤0.01%
90
1060
$3.41K ﹤0.01%
166
-167
1061
$3.33K ﹤0.01%
59
1062
$3.33K ﹤0.01%
19
1063
$3.29K ﹤0.01%
12
1064
$3.27K ﹤0.01%
34
1065
$3.23K ﹤0.01%
68
1066
$3.22K ﹤0.01%
21
1067
$3.2K ﹤0.01%
18
1068
$3.16K ﹤0.01%
58
-38
1069
$3.15K ﹤0.01%
71
+46
1070
$3.14K ﹤0.01%
+300
1071
$3.12K ﹤0.01%
100
-5
1072
$3.1K ﹤0.01%
54
1073
$3.1K ﹤0.01%
20
1074
$3.1K ﹤0.01%
17
-75
1075
$3.08K ﹤0.01%
100
41 42
43
44 45