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
2801
$318K ﹤0.01%
13,590
+1,418
2802
$318K ﹤0.01%
7,998
-166
2803
$318K ﹤0.01%
31,007
-2,294
2804
$318K ﹤0.01%
41,057
-1,947
2805
$318K ﹤0.01%
28,446
-5,176
2806
$318K ﹤0.01%
107,316
2807
$317K ﹤0.01%
+20,846
2808
$316K ﹤0.01%
13,669
+914
2809
$315K ﹤0.01%
+9,687
2810
$314K ﹤0.01%
17,198
-772
2811
$314K ﹤0.01%
25,777
2812
$313K ﹤0.01%
65,353
+11,624
2813
$312K ﹤0.01%
2,100
2814
$312K ﹤0.01%
22,850
-1,205
2815
$312K ﹤0.01%
10,200
2816
$311K ﹤0.01%
42,562
-2,589
2817
$311K ﹤0.01%
11,747
-683
2818
$310K ﹤0.01%
92,133
-264,554
2819
$309K ﹤0.01%
21,167
-1,362
2820
$309K ﹤0.01%
7,902
-5,525
2821
$305K ﹤0.01%
57,477
-20,795
2822
$305K ﹤0.01%
12,664
+1,393
2823
$305K ﹤0.01%
10,050
+3,845
2824
$304K ﹤0.01%
4,362
-1,175
2825
$303K ﹤0.01%
+15,800
111 112
113
114 115