CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
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
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$421K ﹤0.01%
384
+60
2752
$420K ﹤0.01%
22,163
+105
2753
$419K ﹤0.01%
86,707
-9,418
2754
$418K ﹤0.01%
8,163
2755
$418K ﹤0.01%
72,044
-50,197
2756
$417K ﹤0.01%
21,416
+124
2757
$416K ﹤0.01%
14,722
+2,257
2758
$416K ﹤0.01%
20,115
+101
2759
$416K ﹤0.01%
15,939
+276
2760
$416K ﹤0.01%
26,926
+187
2761
$416K ﹤0.01%
25,777
2762
$416K ﹤0.01%
22,096
-8,920
2763
$415K ﹤0.01%
21,795
+12,605
2764
$414K ﹤0.01%
15,948
+98
2765
$412K ﹤0.01%
42,000
2766
$411K ﹤0.01%
68,561
+9,082
2767
$411K ﹤0.01%
58,687
+4,570
2768
$411K ﹤0.01%
33,939
+1,514
2769
$411K ﹤0.01%
15,000
-10,066
2770
$409K ﹤0.01%
16,801
+3,747
2771
$409K ﹤0.01%
6,601
+266
2772
$408K ﹤0.01%
25,494
+197
2773
$408K ﹤0.01%
8,611
+74
2774
$407K ﹤0.01%
17,078
+116
2775
$407K ﹤0.01%
17,091
+104
109 110
111
112 113