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
$83.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$681M
2
+$527M
3
+$277M
4
WMB icon
Williams Companies
WMB
+$257M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$251M

Top Sells

1
+$552M
2
+$500M
3
+$369M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$244M
5
UBS icon
UBS Group
UBS
+$242M

Sector Composition

1 Financials 16.14%
2 Healthcare 12.21%
3 Technology 11.89%
4 Consumer Discretionary 8.13%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$591K ﹤0.01%
54,142
+16,302
2877
$591K ﹤0.01%
+31,013
2878
$590K ﹤0.01%
7,073
-9,068
2879
$589K ﹤0.01%
44,808
+5,730
2880
$586K ﹤0.01%
37,542
-6,320
2881
$585K ﹤0.01%
19,405
-66,695
2882
$584K ﹤0.01%
+14,965
2883
$583K ﹤0.01%
13,248
-2,142
2884
$581K ﹤0.01%
53,354
-24,874
2885
$580K ﹤0.01%
45,892
-31,731
2886
$580K ﹤0.01%
26,509
-13,333
2887
$580K ﹤0.01%
1,679
-866
2888
$580K ﹤0.01%
694,931
-121,084
2889
$579K ﹤0.01%
24,246
-224,970
2890
$579K ﹤0.01%
22,961
+5,861
2891
$579K ﹤0.01%
29,119
-10,196
2892
$578K ﹤0.01%
27,735
-10,034
2893
$578K ﹤0.01%
25,638
+14,508
2894
$578K ﹤0.01%
20,671
+5,971
2895
$578K ﹤0.01%
75,015
-7,762
2896
$577K ﹤0.01%
109,563
-740
2897
$575K ﹤0.01%
18,149
-1,008
2898
$575K ﹤0.01%
19,169
-4,251
2899
$574K ﹤0.01%
16,806
+2,345
2900
$571K ﹤0.01%
22,202
-13,093
114 115
116
117 118