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
2851
$360K ﹤0.01%
15,778
+127
2852
$360K ﹤0.01%
24,977
+4,053
2853
$358K ﹤0.01%
51,753
+1,086
2854
$358K ﹤0.01%
19,926
+7,966
2855
$357K ﹤0.01%
75,899
-2,153
2856
$357K ﹤0.01%
17,735
+108
2857
$357K ﹤0.01%
7,896
+366
2858
$356K ﹤0.01%
9,973
+456
2859
$356K ﹤0.01%
21,385
+4,263
2860
$354K ﹤0.01%
17,987
+3,944
2861
$353K ﹤0.01%
13,831
+96
2862
$353K ﹤0.01%
97,225
+22,228
2863
$353K ﹤0.01%
15,149
+86
2864
$352K ﹤0.01%
21,867
2865
$352K ﹤0.01%
47,443
+344
2866
$351K ﹤0.01%
2,134
+46
2867
$349K ﹤0.01%
12,296
+568
2868
$349K ﹤0.01%
15,133
+3,034
2869
$349K ﹤0.01%
18,410
+134
2870
$348K ﹤0.01%
44,447
+7,047
2871
$348K ﹤0.01%
15,007
+106
2872
$347K ﹤0.01%
16,103
-3,160
2873
$345K ﹤0.01%
104,816
2874
$344K ﹤0.01%
24,200
+2,678
2875
$344K ﹤0.01%
11,153
-1,967
113 114
115
116 117