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
2826
$375K ﹤0.01%
11,346
-1
2827
$375K ﹤0.01%
11,710
+71
2828
$374K ﹤0.01%
9,947
-4,268
2829
$374K ﹤0.01%
5,736
-370
2830
$372K ﹤0.01%
23,921
+92
2831
$372K ﹤0.01%
40,186
+356
2832
$370K ﹤0.01%
53,174
+420
2833
$369K ﹤0.01%
17,412
+401
2834
$369K ﹤0.01%
24,007
-16,986
2835
$369K ﹤0.01%
2,154
-67
2836
$368K ﹤0.01%
11,769
-1,721
2837
$368K ﹤0.01%
18,176
+114
2838
$368K ﹤0.01%
34,996
+2,360
2839
$367K ﹤0.01%
13,672
+3,681
2840
$365K ﹤0.01%
70,944
+558
2841
$365K ﹤0.01%
112,854
+19,893
2842
$365K ﹤0.01%
69,508
+715
2843
$365K ﹤0.01%
35,171
-14,752
2844
$364K ﹤0.01%
12,192
-987
2845
$364K ﹤0.01%
15,288
+523
2846
$363K ﹤0.01%
156,518
-19,118
2847
$362K ﹤0.01%
27,709
+194
2848
$361K ﹤0.01%
36,565
+270
2849
$361K ﹤0.01%
42,783
+400
2850
$360K ﹤0.01%
21,850
+156
112 113
114
115 116