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
1201
$1.24K ﹤0.01%
20
1202
$1.22K ﹤0.01%
30
1203
$1.22K ﹤0.01%
62
1204
$1.19K ﹤0.01%
99
1205
$1.18K ﹤0.01%
62
1206
$1.18K ﹤0.01%
17
1207
$1.15K ﹤0.01%
12
1208
$1.15K ﹤0.01%
8
1209
$1.15K ﹤0.01%
13
+9
1210
$1.14K ﹤0.01%
25
-24
1211
$1.11K ﹤0.01%
29
1212
$1.08K ﹤0.01%
13
1213
$1.06K ﹤0.01%
5
1214
$1.06K ﹤0.01%
67
1215
$1.05K ﹤0.01%
96,153
1216
$1.03K ﹤0.01%
150
-150
1217
$1.02K ﹤0.01%
103
1218
$988 ﹤0.01%
73
1219
$977 ﹤0.01%
45
+27
1220
$959 ﹤0.01%
41
1221
$950 ﹤0.01%
50
1222
$948 ﹤0.01%
200
1223
$915 ﹤0.01%
26
1224
$889 ﹤0.01%
10
-4
1225
$872 ﹤0.01%
50
47 48
49
50 51