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
2926
$309K ﹤0.01%
+4,580
2927
$309K ﹤0.01%
14,875
+114
2928
$309K ﹤0.01%
92,258
+28,391
2929
$308K ﹤0.01%
10,830
-18,598
2930
$307K ﹤0.01%
7,760
+191
2931
$307K ﹤0.01%
31,579
+147
2932
$305K ﹤0.01%
2,844
+2,843
2933
$303K ﹤0.01%
18,063
+1,392
2934
$303K ﹤0.01%
44,815
-22,471
2935
$303K ﹤0.01%
27,050
+1,199
2936
$303K ﹤0.01%
24,588
+3,823
2937
$302K ﹤0.01%
8,060
+5,063
2938
$301K ﹤0.01%
20,212
+194
2939
$299K ﹤0.01%
152,018
-813,447
2940
$299K ﹤0.01%
16,324
+3,425
2941
$299K ﹤0.01%
325
-187
2942
$299K ﹤0.01%
61,404
-709,625
2943
$298K ﹤0.01%
61,038
+21
2944
$298K ﹤0.01%
12,101
+6,111
2945
$297K ﹤0.01%
17,250
+105
2946
$296K ﹤0.01%
30,000
-10,000
2947
$295K ﹤0.01%
23,410
+128
2948
$294K ﹤0.01%
7,637
+55
2949
$294K ﹤0.01%
45,906
-2,757
2950
$294K ﹤0.01%
7,655
+37
116 117
118
119 120