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
151
$2.11M 0.01%
141,887
-28,738
152
$2.06M 0.01%
18,222
+3,221
153
$2.02M 0.01%
17,903
+11,759
154
$1.93M 0.01%
5,185
-576
155
$1.93M 0.01%
65,424
-7,834
156
$1.91M 0.01%
+227,989
157
$1.9M 0.01%
35,343
-1,884
158
$1.86M 0.01%
12,377
+2,168
159
$1.86M 0.01%
27,249
+2,838
160
$1.81M 0.01%
12,027
161
$1.7M 0.01%
19,295
-2,414
162
$1.7M 0.01%
29,842
+315
163
$1.68M 0.01%
6,901
+1,673
164
$1.64M 0.01%
24,205
+9,034
165
$1.58M 0.01%
35,484
+6,382
166
$1.53M 0.01%
12,461
+1,672
167
$1.51M 0.01%
28,606
+4,654
168
$1.47M 0.01%
+490,303
169
$1.47M 0.01%
81,910
-4,490
170
$1.46M 0.01%
89,475
-943,148
171
$1.45M 0.01%
18,753
+2,756
172
$1.44M 0.01%
119,134
173
$1.42M 0.01%
109,904
-13,792
174
$1.4M 0.01%
82,206
-2,374
175
$1.38M 0.01%
31,330
+2,657
5 6
7
8 9