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
1151
$1.88K ﹤0.01%
+15
1152
$1.88K ﹤0.01%
50
1153
$1.85K ﹤0.01%
20
1154
$1.83K ﹤0.01%
10
-15
1155
$1.82K ﹤0.01%
27
1156
$1.82K ﹤0.01%
+250
1157
$1.82K ﹤0.01%
+80
1158
$1.8K ﹤0.01%
21
1159
$1.76K ﹤0.01%
+25
1160
$1.76K ﹤0.01%
20
1161
$1.76K ﹤0.01%
44
1162
$1.76K ﹤0.01%
+170
1163
$1.76K ﹤0.01%
26
+5
1164
$1.74K ﹤0.01%
23
1165
$1.73K ﹤0.01%
31
1166
$1.69K ﹤0.01%
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1167
$1.66K ﹤0.01%
250
1168
$1.65K ﹤0.01%
+20
1169
$1.64K ﹤0.01%
+200
1170
$1.64K ﹤0.01%
15
1171
$1.6K ﹤0.01%
+48
1172
$1.6K ﹤0.01%
+21
1173
$1.6K ﹤0.01%
50
1174
$1.6K ﹤0.01%
+23
1175
$1.59K ﹤0.01%
25
45 46
47
48 49