CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.55%
This Quarter Est. Return
1 Year Est. Return
+34.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98B
AUM Growth
-$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,235
New
Increased
Reduced
Closed

Top Buys

1
+$579M
2
+$101M
3
+$100M
4
AMZN icon
Amazon
AMZN
+$97M
5
AAPL icon
Apple
AAPL
+$91.6M

Top Sells

1
+$330M
2
+$308M
3
+$267M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M
5
MELI icon
Mercado Libre
MELI
+$182M

Sector Composition

1 Technology 25.3%
2 Healthcare 15.06%
3 Financials 13.79%
4 Consumer Discretionary 10.02%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$601K ﹤0.01%
19,491
-579
2502
$600K ﹤0.01%
44,086
-2,471
2503
$598K ﹤0.01%
+5,642
2504
$598K ﹤0.01%
70,467
+11,206
2505
$598K ﹤0.01%
54,570
+1,992
2506
$596K ﹤0.01%
97,760
-6,470
2507
$595K ﹤0.01%
39,721
-1,469
2508
$594K ﹤0.01%
124,483
-6,911
2509
$589K ﹤0.01%
16,065
+2,580
2510
$586K ﹤0.01%
18,066
+331
2511
$586K ﹤0.01%
6,962
2512
$585K ﹤0.01%
6,000
2513
$582K ﹤0.01%
29,543
+2,517
2514
$580K ﹤0.01%
25,310
-6,581
2515
$579K ﹤0.01%
25,641
-2,999
2516
$577K ﹤0.01%
63,117
-9,968
2517
$577K ﹤0.01%
22,004
-1,112
2518
$576K ﹤0.01%
30,672
-2,907
2519
$575K ﹤0.01%
25,476
-1,468
2520
$574K ﹤0.01%
34,441
+2,552
2521
$574K ﹤0.01%
5,000
2522
$573K ﹤0.01%
45,422
-2,370
2523
$567K ﹤0.01%
21,516
+1,080
2524
$565K ﹤0.01%
31,716
-1,985
2525
$565K ﹤0.01%
84,763
-10,136
99 100
101
102 103