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
1126
$2.16K ﹤0.01%
37
-1
1127
$2.16K ﹤0.01%
+9
1128
$2.16K ﹤0.01%
38
1129
$2.14K ﹤0.01%
21
1130
$2.13K ﹤0.01%
20
1131
$2.13K ﹤0.01%
41
1132
$2.1K ﹤0.01%
83
1133
$2.1K ﹤0.01%
29
1134
$2.08K ﹤0.01%
+250
1135
$2.05K ﹤0.01%
+100
1136
$2.04K ﹤0.01%
300
1137
$2.03K ﹤0.01%
20
1138
$2.03K ﹤0.01%
102
1139
$2.03K ﹤0.01%
31
+1
1140
$2.01K ﹤0.01%
21
+1
1141
$2K ﹤0.01%
25
1142
$2K ﹤0.01%
350
1143
$1.97K ﹤0.01%
43
1144
$1.97K ﹤0.01%
21
1145
$1.94K ﹤0.01%
170
-730
1146
$1.93K ﹤0.01%
13
1147
$1.93K ﹤0.01%
14
1148
$1.92K ﹤0.01%
35
1149
$1.91K ﹤0.01%
22
1150
$1.9K ﹤0.01%
55
44 45
46
47 48