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
3026
$242K ﹤0.01%
92,114
+12,249
3027
$241K ﹤0.01%
6,254
-1,732
3028
$241K ﹤0.01%
2,804
+26
3029
$240K ﹤0.01%
2,098
-5,372
3030
$240K ﹤0.01%
15,724
+98
3031
$239K ﹤0.01%
5,750
+1,758
3032
$239K ﹤0.01%
112,897
+578
3033
$239K ﹤0.01%
1,322
+225
3034
$238K ﹤0.01%
2,744
+716
3035
$235K ﹤0.01%
50,378
+17,511
3036
$235K ﹤0.01%
11,445
+595
3037
$234K ﹤0.01%
101,163
-11,356
3038
$233K ﹤0.01%
8,269
+44
3039
$233K ﹤0.01%
14,568
+112
3040
$233K ﹤0.01%
20,960
+144
3041
$232K ﹤0.01%
12,445
+67
3042
$232K ﹤0.01%
2,461
+44
3043
$232K ﹤0.01%
14,118
+2,072
3044
$231K ﹤0.01%
18,162
+147
3045
$231K ﹤0.01%
4,742
+1,560
3046
$230K ﹤0.01%
5,859
+3
3047
$230K ﹤0.01%
10,941
+75
3048
$230K ﹤0.01%
24,614
+7,450
3049
$229K ﹤0.01%
58,545
-5,030
3050
$229K ﹤0.01%
3,149
+1,799
120 121
122
123 124