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
$98B
AUM Growth
-$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,235
New
Increased
Reduced
Closed

Top Buys

1
+$579M
2
+$101M
3
+$100M
4
AMZN icon
Amazon
AMZN
+$97M
5
AAPL icon
Apple
AAPL
+$91.6M

Top Sells

1
+$330M
2
+$308M
3
+$267M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M
5
MELI icon
Mercado Libre
MELI
+$182M

Sector Composition

1 Technology 25.3%
2 Healthcare 15.06%
3 Financials 13.79%
4 Consumer Discretionary 10.02%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$189K ﹤0.01%
19,973
2927
$188K ﹤0.01%
51,527
+13,112
2928
$188K ﹤0.01%
38,832
-2,335
2929
$188K ﹤0.01%
68,795
+1,333
2930
$187K ﹤0.01%
102,496
+6,394
2931
$183K ﹤0.01%
120,967
2932
$182K ﹤0.01%
17,147
-40,648
2933
$182K ﹤0.01%
44,465
+3,122
2934
$181K ﹤0.01%
9,143
-604
2935
$180K ﹤0.01%
28,417
-1,292
2936
$180K ﹤0.01%
94,158
-4,115
2937
$177K ﹤0.01%
19,771
-1,079
2938
$176K ﹤0.01%
19,479
-629
2939
$174K ﹤0.01%
+15,209
2940
$174K ﹤0.01%
+7,132
2941
$174K ﹤0.01%
3,192
-18,145
2942
$169K ﹤0.01%
21,143
-1,077
2943
$166K ﹤0.01%
+33,360
2944
$165K ﹤0.01%
+20,240
2945
$164K ﹤0.01%
5,163
-776
2946
$163K ﹤0.01%
350,000
-101,999
2947
$162K ﹤0.01%
32,122
-1,665
2948
$161K ﹤0.01%
50,482
+10,482
2949
$159K ﹤0.01%
10,722
+1,648
2950
$159K ﹤0.01%
145,746
-5,694
116 117
118
119 120