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
2526
$564K ﹤0.01%
57,526
+2,823
2527
$562K ﹤0.01%
4,230
-647
2528
$562K ﹤0.01%
32,942
-1,903
2529
$562K ﹤0.01%
41,263
+6,938
2530
$557K ﹤0.01%
252,095
2531
$557K ﹤0.01%
15,931
+932
2532
$554K ﹤0.01%
23,067
-194
2533
$553K ﹤0.01%
+11,593
2534
$553K ﹤0.01%
135,147
-7,050
2535
$553K ﹤0.01%
212,539
+6,891
2536
$552K ﹤0.01%
5,262
+103
2537
$552K ﹤0.01%
18,855
-802
2538
$551K ﹤0.01%
37,500
-50,000
2539
$551K ﹤0.01%
23,487
-1,257
2540
$551K ﹤0.01%
61,628
-25,049
2541
$551K ﹤0.01%
72,535
-4,105
2542
$547K ﹤0.01%
42,378
-2,452
2543
$547K ﹤0.01%
42,539
-1,123
2544
$547K ﹤0.01%
66,664
+6,861
2545
$546K ﹤0.01%
42,910
-18,807
2546
$546K ﹤0.01%
90,024
-5,270
2547
$545K ﹤0.01%
30,818
-2,644
2548
$545K ﹤0.01%
16,259
+1,277
2549
$544K ﹤0.01%
43,750
-42,500
2550
$544K ﹤0.01%
46,995
-3,150
100 101
102
103 104