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
1176
$1.59K ﹤0.01%
1,000
1177
$1.59K ﹤0.01%
3
1178
$1.54K ﹤0.01%
10
1179
$1.54K ﹤0.01%
118
1180
$1.53K ﹤0.01%
6
1181
$1.53K ﹤0.01%
+10
1182
$1.53K ﹤0.01%
3
1183
$1.53K ﹤0.01%
120
1184
$1.48K ﹤0.01%
20
1185
– –
0
1186
$1.45K ﹤0.01%
10
1187
$1.44K ﹤0.01%
55
1188
$1.4K ﹤0.01%
715
-1,229
1189
$1.4K ﹤0.01%
21
1190
$1.39K ﹤0.01%
16
1191
$1.37K ﹤0.01%
85,045
1192
$1.36K ﹤0.01%
13
-8
1193
$1.36K ﹤0.01%
2,505
+2,460
1194
$1.36K ﹤0.01%
+220
1195
$1.34K ﹤0.01%
119
1196
$1.32K ﹤0.01%
+5
1197
$1.31K ﹤0.01%
67
1198
$1.3K ﹤0.01%
26
1199
$1.3K ﹤0.01%
87
1200
$1.28K ﹤0.01%
8
46 47
48
49 50