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
2801
$393K ﹤0.01%
22,589
+425
2802
$391K ﹤0.01%
10,410
+9
2803
$391K ﹤0.01%
34,546
+10,281
2804
$391K ﹤0.01%
42,505
+19
2805
$391K ﹤0.01%
8,620
+2
2806
$390K ﹤0.01%
5,994
-1,405
2807
$389K ﹤0.01%
31,874
+5,008
2808
$389K ﹤0.01%
13,804
+569
2809
$388K ﹤0.01%
30,698
+1,702
2810
$388K ﹤0.01%
46,234
+328
2811
$387K ﹤0.01%
12,207
-401
2812
$386K ﹤0.01%
+13,203
2813
$386K ﹤0.01%
60,527
-10,335
2814
$385K ﹤0.01%
37,591
+7,899
2815
$382K ﹤0.01%
+42,450
2816
$381K ﹤0.01%
14,371
+94
2817
$381K ﹤0.01%
13,466
+675
2818
$380K ﹤0.01%
3,585
+35
2819
$379K ﹤0.01%
8,908
+55
2820
$379K ﹤0.01%
34,360
+7,077
2821
$379K ﹤0.01%
49,808
+13,696
2822
$377K ﹤0.01%
8,351
+63
2823
$376K ﹤0.01%
12,525
+67
2824
$376K ﹤0.01%
4,660
2825
$376K ﹤0.01%
28,850
+13,231
111 112
113
114 115