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
2701
$403K ﹤0.01%
820
-823
2702
$403K ﹤0.01%
42,332
-2,319
2703
$401K ﹤0.01%
48,615
-2,815
2704
$399K ﹤0.01%
22,443
-709
2705
$399K ﹤0.01%
7,000
2706
$399K ﹤0.01%
21,268
+2,070
2707
$398K ﹤0.01%
42,877
+9,404
2708
$398K ﹤0.01%
14,522
-857
2709
$397K ﹤0.01%
32,636
-2,158
2710
$395K ﹤0.01%
57,026
-3,240
2711
$395K ﹤0.01%
306,056
-114,745
2712
$395K ﹤0.01%
12,764
-730
2713
$395K ﹤0.01%
14,805
+2,241
2714
$394K ﹤0.01%
38,038
-1,426
2715
$393K ﹤0.01%
80,868
+7,984
2716
$393K ﹤0.01%
11,136
-703
2717
$392K ﹤0.01%
10,000
2718
$391K ﹤0.01%
37,677
+5,276
2719
$391K ﹤0.01%
9,173
-335
2720
$391K ﹤0.01%
18,313
+3,457
2721
$389K ﹤0.01%
9,001
2722
$389K ﹤0.01%
5,679
-386
2723
$389K ﹤0.01%
70,900
-2,180
2724
$389K ﹤0.01%
70,000
2725
$388K ﹤0.01%
33,544
+102
107 108
109
110 111