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
1226
$858 ﹤0.01%
50
1227
$850 ﹤0.01%
100
-100
1228
$843 ﹤0.01%
22
1229
$829 ﹤0.01%
15
1230
$824 ﹤0.01%
41
1231
– –
0
1232
$781 ﹤0.01%
27
1233
$760 ﹤0.01%
14
1234
$756 ﹤0.01%
33
1235
$750 ﹤0.01%
100
1236
$748 ﹤0.01%
16
1237
$747 ﹤0.01%
72
1238
$736 ﹤0.01%
15
1239
$715 ﹤0.01%
15
+1
1240
$693 ﹤0.01%
+10
1241
$690 ﹤0.01%
250
1242
$674 ﹤0.01%
26
1243
$652 ﹤0.01%
9
1244
$633 ﹤0.01%
3
1245
$633 ﹤0.01%
5
1246
$613 ﹤0.01%
8
-415
1247
$603 ﹤0.01%
20
1248
$598 ﹤0.01%
4
1249
$533 ﹤0.01%
108
1250
$500 ﹤0.01%
40
48 49
50
51 52