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
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$137M
3
+$78.9M
4
C icon
Citigroup
C
+$73.9M
5
LIN icon
Linde
LIN
+$73.2M

Top Sells

1
+$183M
2
+$129M
3
+$128M
4
MS icon
Morgan Stanley
MS
+$82.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.1M

Sector Composition

1 Technology 21.86%
2 Healthcare 16.36%
3 Financials 13.56%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$343K ﹤0.01%
7,912
-549
2877
$340K ﹤0.01%
15,955
+1,595
2878
$340K ﹤0.01%
20,934
-1,505
2879
$339K ﹤0.01%
18,398
+124
2880
$339K ﹤0.01%
19,094
+129
2881
$338K ﹤0.01%
19,994
+108
2882
$335K ﹤0.01%
60,000
2883
$334K ﹤0.01%
45,681
+541
2884
$333K ﹤0.01%
19,237
+2,364
2885
$333K ﹤0.01%
42,291
-6,359
2886
$333K ﹤0.01%
11,267
+6
2887
$331K ﹤0.01%
35,324
-1,456
2888
$331K ﹤0.01%
10,282
2889
$331K ﹤0.01%
54,877
+4,178
2890
$331K ﹤0.01%
19,995
-10,579
2891
$331K ﹤0.01%
+4,090
2892
$330K ﹤0.01%
5,424
+1,212
2893
$330K ﹤0.01%
11,716
+87
2894
$329K ﹤0.01%
32,998
+197
2895
$329K ﹤0.01%
56,609
+463
2896
$328K ﹤0.01%
11,798
+77
2897
$327K ﹤0.01%
66,063
+528
2898
$325K ﹤0.01%
12,501
+2,470
2899
$324K ﹤0.01%
9,908
-6,733
2900
$324K ﹤0.01%
25,209
+7,654
114 115
116
117 118