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
$1.64B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$16.2M
3
+$15.1M
4
BIIB icon
Biogen
BIIB
+$14.4M
5
AMZN icon
Amazon
AMZN
+$12.8M

Top Sells

1
+$43.3M
2
+$30.5M
3
+$16.2M
4
HLT icon
Hilton Worldwide
HLT
+$15.9M
5
HPE icon
Hewlett Packard
HPE
+$15.4M

Sector Composition

1 Technology 19.8%
2 Healthcare 15.23%
3 Consumer Discretionary 10.62%
4 Communication Services 8.29%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.43M 0.03%
153,739
-16,262
102
$4.42M 0.03%
+67,216
103
$4.35M 0.03%
48,595
+13,155
104
$4.34M 0.03%
40,230
+5,685
105
$4.31M 0.03%
+316,044
106
$4.3M 0.03%
336,208
+27,399
107
$4.18M 0.03%
263,197
-32,674
108
$4.13M 0.03%
78,534
-3,907
109
$4.09M 0.03%
67,747
-530
110
$4.08M 0.03%
+134,837
111
$4.04M 0.03%
149,554
-13,496
112
$4.03M 0.03%
218,377
-22,377
113
$3.98M 0.03%
48,772
+2,371
114
$3.96M 0.03%
407,010
+34,552
115
$3.95M 0.02%
92,060
-10,762
116
$3.94M 0.02%
+58,024
117
$3.92M 0.02%
280,488
+62,639
118
$3.75M 0.02%
+86,605
119
$3.75M 0.02%
18,023
+23
120
$3.64M 0.02%
76,903
-9,867
121
$3.54M 0.02%
+32,824
122
$3.52M 0.02%
58,400
+10,360
123
$3.43M 0.02%
139,885
-2,301
124
$3.38M 0.02%
92,398
+28,790
125
$3.32M 0.02%
46,229
-1,837
3 4
5
6 7