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
126
$3.27M 0.02%
1,324
+553
127
$3.26M 0.02%
23,572
-34,471
128
$3.21M 0.02%
149,564
+42,452
129
$3.2M 0.02%
183,601
+5,584
130
$3.14M 0.02%
42,796
-2,723
131
$3.05M 0.02%
28,679
+2,390
132
$2.89M 0.02%
23,624
+1,068
133
$2.81M 0.02%
17,620
+1,653
134
$2.81M 0.02%
19,426
+352
135
$2.78M 0.02%
25,897
-1,686
136
$2.77M 0.02%
232,949
-593
137
$2.76M 0.02%
61,616
+34,485
138
$2.56M 0.02%
183,217
+150,008
139
$2.53M 0.02%
+55,510
140
$2.42M 0.02%
+299,833
141
$2.36M 0.01%
55,074
+804
142
$2.31M 0.01%
289,473
-7,466
143
$2.29M 0.01%
9,488
+657
144
$2.28M 0.01%
13,410
+2,624
145
$2.25M 0.01%
14,756
+835
146
$2.21M 0.01%
13,567
-2,600
147
$2.2M 0.01%
144,322
-15,125
148
$2.18M 0.01%
24,719
+1,505
149
$2.13M 0.01%
7,970
150
$2.12M 0.01%
21,526
+2,565
4 5
6
7 8