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
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$137M
3
+$78.9M
4
C icon
Citigroup
C
+$73.9M
5
LIN icon
Linde
LIN
+$73.2M

Top Sells

1
+$183M
2
+$129M
3
+$128M
4
MS icon
Morgan Stanley
MS
+$82.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.1M

Sector Composition

1 Technology 21.86%
2 Healthcare 16.36%
3 Financials 13.56%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$597K ﹤0.01%
12,161
+3,260
2552
$596K ﹤0.01%
19,429
+672
2553
$596K ﹤0.01%
45,173
+16,324
2554
$594K ﹤0.01%
11,848
+5,882
2555
$594K ﹤0.01%
30,828
+1,412
2556
$592K ﹤0.01%
5,985
+1,521
2557
$592K ﹤0.01%
52,563
+6,778
2558
$591K ﹤0.01%
22,340
+1,805
2559
$587K ﹤0.01%
46,829
+33
2560
$586K ﹤0.01%
65,956
-463,428
2561
$586K ﹤0.01%
57,763
+6,980
2562
$585K ﹤0.01%
49,310
+936
2563
$584K ﹤0.01%
13,466
-6,661
2564
$584K ﹤0.01%
52,574
2565
$583K ﹤0.01%
138,217
+20,331
2566
$582K ﹤0.01%
62,856
+16,979
2567
$581K ﹤0.01%
29,553
+2,821
2568
$579K ﹤0.01%
2,768
+2
2569
$576K ﹤0.01%
14,196
+87
2570
$576K ﹤0.01%
25,202
+4,020
2571
$575K ﹤0.01%
44,800
+6,501
2572
$574K ﹤0.01%
50,259
+11,007
2573
$572K ﹤0.01%
79,412
+8,713
2574
$572K ﹤0.01%
28,734
-63,294
2575
$570K ﹤0.01%
77,684
+1,762
101 102
103
104 105