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
$135B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,739
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$1B
3
+$512M
4
DBX icon
Dropbox
DBX
+$343M
5
FERG icon
Ferguson
FERG
+$258M

Top Sells

1
+$1.09B
2
+$771M
3
+$764M
4
AAPL icon
Apple
AAPL
+$745M
5
MSFT icon
Microsoft
MSFT
+$532M

Sector Composition

1 Technology 19.66%
2 Healthcare 15.26%
3 Consumer Discretionary 12.76%
4 Financials 11.57%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$652K ﹤0.01%
18,218
-1,625
2702
$652K ﹤0.01%
104,293
-39,604
2703
$649K ﹤0.01%
3,478
-1,100
2704
$648K ﹤0.01%
7,183
-1,247
2705
$646K ﹤0.01%
128,003
-24,206
2706
$646K ﹤0.01%
24,849
-2,599
2707
$644K ﹤0.01%
40,473
-6,565
2708
$642K ﹤0.01%
14,421
-309
2709
$641K ﹤0.01%
2,255
+150
2710
$641K ﹤0.01%
3,466
-6,900
2711
$641K ﹤0.01%
27,057
-10,387
2712
$641K ﹤0.01%
64,041
-56,049
2713
$639K ﹤0.01%
13,799
-4,845
2714
$638K ﹤0.01%
36,495
-16,575
2715
$638K ﹤0.01%
52,168
-27,692
2716
$638K ﹤0.01%
13,493
-7,256
2717
$638K ﹤0.01%
90,974
-36,107
2718
$635K ﹤0.01%
25,571
-6,634
2719
$634K ﹤0.01%
5,046
-2,312
2720
$631K ﹤0.01%
3,999
-1,309
2721
$628K ﹤0.01%
14,820
-7,032
2722
$626K ﹤0.01%
24,807
-54,300
2723
$626K ﹤0.01%
69,311
-31,925
2724
$625K ﹤0.01%
13,452
+1,623
2725
$623K ﹤0.01%
30,259
-11,131
107 108
109
110 111