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
3026
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-8,391
3027
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-10,486
3028
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-9,331
3029
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-15,901
3030
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-6,403
3031
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-6,300
3032
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-32,838
3033
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-10,607
3034
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-7,236
3035
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-127,195
3036
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-10,994
3037
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-6,205
3038
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-154,667
3039
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-13,341
3040
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-12,131
3041
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-266,000
3042
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-5,398
3043
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3044
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-15,222
3045
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-24,200
3046
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-9,400
3047
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-8,529
3048
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-42,920
3049
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-113,740
3050
– –
-7,879
120 121
122
123 124