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
2601
$546K ﹤0.01%
17,568
-716
2602
$545K ﹤0.01%
59,281
+221
2603
$545K ﹤0.01%
20,385
+541
2604
$544K ﹤0.01%
19,814
+976
2605
$543K ﹤0.01%
17,875
+74
2606
$541K ﹤0.01%
20,200
2607
$539K ﹤0.01%
20,392
+2,148
2608
$538K ﹤0.01%
60,376
+5,870
2609
$536K ﹤0.01%
42,027
+220
2610
$535K ﹤0.01%
9,067
+142
2611
$533K ﹤0.01%
60,923
-4,272
2612
$529K ﹤0.01%
40,803
-1,561
2613
$529K ﹤0.01%
86,849
-143,636
2614
$528K ﹤0.01%
153,091
-2,066
2615
$528K ﹤0.01%
64,111
+9,785
2616
$528K ﹤0.01%
31,354
+7,919
2617
$527K ﹤0.01%
34,428
+170
2618
$521K ﹤0.01%
38,842
+1,091
2619
$519K ﹤0.01%
65,174
-3,500
2620
$516K ﹤0.01%
126,871
-52,853
2621
$516K ﹤0.01%
44,442
+6,339
2622
$516K ﹤0.01%
141,766
+877
2623
$515K ﹤0.01%
79,167
+7,557
2624
$515K ﹤0.01%
11,937
+95
2625
$514K ﹤0.01%
19,646
+3,092
103 104
105
106 107