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
1101
$2.57K ﹤0.01%
+1,000
1102
$2.54K ﹤0.01%
28
1103
$2.52K ﹤0.01%
+100
1104
$2.51K ﹤0.01%
200
1105
$2.49K ﹤0.01%
10
1106
$2.47K ﹤0.01%
+300
1107
$2.46K ﹤0.01%
250
1108
$2.45K ﹤0.01%
14
1109
$2.45K ﹤0.01%
28
1110
$2.44K ﹤0.01%
14
1111
$2.41K ﹤0.01%
+50
1112
$2.35K ﹤0.01%
+5,000
1113
$2.33K ﹤0.01%
207
1114
$2.32K ﹤0.01%
+110
1115
$2.32K ﹤0.01%
99
1116
$2.31K ﹤0.01%
+60
1117
$2.3K ﹤0.01%
40
1118
$2.29K ﹤0.01%
+100
1119
$2.29K ﹤0.01%
+170
1120
$2.28K ﹤0.01%
159
-399
1121
$2.28K ﹤0.01%
207
1122
$2.26K ﹤0.01%
33
1123
$2.26K ﹤0.01%
+7
1124
$2.24K ﹤0.01%
+200
1125
$2.21K ﹤0.01%
11
43 44
45
46 47