CS
Credit Suisse Portfolio holdings
AUM
$104B
1-Year Est. Return
34.55%
1 Year Est. Return
+34.55%
AUM
$104B
AUM Growth
+$832M
(+0.8%)
Holding
3,100
Top Buys
| 1 | +$198M | |
| 2 | +$115M | |
| 3 | +$62.4M | |
| 4 |
Eli Lilly
LLY
|
+$53.1M |
| 5 |
Dynatrace
DT
|
+$46.7M |
Top Sells
| 1 | +$525M | |
| 2 | +$332M | |
| 3 | +$296M | |
| 4 |
Microsoft
MSFT
|
+$259M |
| 5 |
Amazon
AMZN
|
+$206M |
Sector Composition
| 1 | Technology | 27.94% |
| 2 | Financials | 15.29% |
| 3 | Healthcare | 14.41% |
| 4 | Consumer Discretionary | 9.6% |
| 5 | Industrials | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.8T
| $5.79B | 5.54% |
13,756,679
-614,959
|
|
||
2
NVIDIA
NVDA
$4.43T
| $4.3B | 4.12% |
47,639,290
-1,224,180
|
|
||
3
Apple
AAPL
$3.67T
| $3.32B | 3.18% |
19,381,637
-1,938,004
|
|
||
4
UBS Group
UBS
$123B
| $2.93B | 2.8% |
95,397,206
+3,738,309
|
|
||
|
5
Amazon
AMZN
$2.29T
| $2.3B | 2.2% |
12,754,431
-1,141,950
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.04T
| $1.78B | 1.7% |
11,776,286
-832,768
|
|
||
|
7
Alphabet (Google) Class C
GOOG
$3.05T
| $1.64B | 1.57% |
10,781,421
-757,291
|
|
||
8
Meta Platforms (Facebook)
META
$1.79T
| $1.42B | 1.36% |
2,916,631
-24,483
|
|
||
9
Alcon
ALC
$37.3B
| $1.29B | 1.23% |
15,456,411
+327,218
|
|
||
10
UnitedHealth
UNH
$323B
| $1.25B | 1.2% |
2,525,461
-34,754
|
|
||
|
11
Eli Lilly
LLY
$735B
| $1.23B | 1.18% |
1,584,543
+68,198
|
|
||
12
Visa
V
$651B
| $1.06B | 1.01% |
3,791,147
-406,895
|
|
||
13
Johnson & Johnson
JNJ
$463B
| $915M | 0.88% |
5,791,703
-391,832
|
|
||
14
Tesla
TSLA
$1.43T
| $913M | 0.87% |
5,192,687
-202,963
|
|
||
15
JPMorgan Chase
JPM
$813B
| $862M | 0.83% |
4,311,733
-490,235
|
|
||
16
Broadcom
AVGO
$1.67T
| $843M | 0.81% |
6,364,020
-501,990
|
|
||
17
Mastercard
MA
$497B
| $834M | 0.8% |
1,731,448
-31,608
|
|
||
18
Merck
MRK
$210B
| $830M | 0.79% |
6,287,644
-227,868
|
|
||
19
Home Depot
HD
$386B
| $815M | 0.78% |
2,123,988
-84,649
|
|
||
20
Procter & Gamble
PG
$350B
| $763M | 0.73% |
4,712,598
-184,573
|
|
||
21
iShares Core S&P 500 ETF
IVV
$656B
| $709M | 0.68% |
1,348,595
+4,046
|
|
||
22
Burford Capital
BUR
$2.39B
| $594M | 0.57% |
477,635
-1,305
|
|
||
23
Salesforce
CRM
$234B
| $578M | 0.55% |
1,919,323
-134,465
|
|
||
24
Coca-Cola
KO
$291B
| $566M | 0.54% |
9,259,270
-634,365
|
|
||
25
Berkshire Hathaway Class B
BRK.B
$1.05T
| $557M | 0.53% |
1,324,494
-32,399
|
|