CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$679K ﹤0.01%
50,094
+3,981
2477
$677K ﹤0.01%
5,879
+672
2478
$677K ﹤0.01%
256
+131
2479
$675K ﹤0.01%
25,827
+2,963
2480
$675K ﹤0.01%
96,380
+2,241
2481
$675K ﹤0.01%
41,404
+727
2482
$674K ﹤0.01%
29,000
2483
$673K ﹤0.01%
143,879
+712
2484
$671K ﹤0.01%
5,916
+667
2485
$669K ﹤0.01%
20,832
-20,540
2486
$668K ﹤0.01%
43,141
-13,071
2487
$666K ﹤0.01%
105,513
+22,472
2488
$666K ﹤0.01%
57,695
+5,687
2489
$665K ﹤0.01%
34,853
+17,112
2490
$664K ﹤0.01%
16,787
+4,450
2491
$660K ﹤0.01%
13,669
+2,180
2492
$660K ﹤0.01%
22,826
+4,268
2493
$659K ﹤0.01%
82,822
+1,520
2494
$658K ﹤0.01%
35,573
+227
2495
$657K ﹤0.01%
91,343
+26,184
2496
$657K ﹤0.01%
36,616
+7,709
2497
$655K ﹤0.01%
10,068
+1,595
2498
$653K ﹤0.01%
12,992
-1,911
2499
$653K ﹤0.01%
41,192
+10,719
2500
$652K ﹤0.01%
41,392
+4,450
98 99
100
101 102