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
2551
$544K ﹤0.01%
12,946
-461
2552
$543K ﹤0.01%
34,565
-1,731
2553
$543K ﹤0.01%
78,403
-4,341
2554
$542K ﹤0.01%
60,000
-17,500
2555
$542K ﹤0.01%
83,681
+5,574
2556
$542K ﹤0.01%
34,181
+7,265
2557
$542K ﹤0.01%
31,921
-2,372
2558
$541K ﹤0.01%
56,187
+16,556
2559
$541K ﹤0.01%
247,068
+7,489
2560
$539K ﹤0.01%
64,862
-2,272
2561
$538K ﹤0.01%
80,005
-2,890
2562
$538K ﹤0.01%
21,355
-1,011
2563
$536K ﹤0.01%
95,247
+4,279
2564
$536K ﹤0.01%
15,645
-816
2565
$533K ﹤0.01%
113,663
-4,923
2566
$531K ﹤0.01%
89,627
+6,298
2567
$529K ﹤0.01%
18,307
-615
2568
$528K ﹤0.01%
11,850
-459
2569
$528K ﹤0.01%
68,160
-2,248
2570
$528K ﹤0.01%
31,173
-1,753
2571
$527K ﹤0.01%
1,090
-382
2572
$524K ﹤0.01%
16,641
-573
2573
$524K ﹤0.01%
25,108
+2,813
2574
$523K ﹤0.01%
18,764
-1,089
2575
$521K ﹤0.01%
58,138
-2,731
101 102
103
104 105