CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
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
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$211K ﹤0.01%
19,139
+521
3077
$211K ﹤0.01%
15,824
+112
3078
$211K ﹤0.01%
96,889
+687
3079
$209K ﹤0.01%
11,777
+322
3080
$209K ﹤0.01%
9,790
+67
3081
$209K ﹤0.01%
19,924
+171
3082
$208K ﹤0.01%
20,003
+140
3083
$207K ﹤0.01%
19,045
+109
3084
$207K ﹤0.01%
+5,270
3085
$207K ﹤0.01%
9,667
+63
3086
$205K ﹤0.01%
2,127
+5
3087
$204K ﹤0.01%
7,657
+2,763
3088
$204K ﹤0.01%
33,847
+108
3089
$204K ﹤0.01%
3,551
+1,116
3090
$204K ﹤0.01%
+2,842
3091
$203K ﹤0.01%
26,286
+156
3092
$203K ﹤0.01%
1,561
-21,186
3093
$202K ﹤0.01%
52,976
+422
3094
$202K ﹤0.01%
5,150
-2,276
3095
$202K ﹤0.01%
20,150
-4,850
3096
$201K ﹤0.01%
20,365
+1,338
3097
$200K ﹤0.01%
878
+9
3098
$199K ﹤0.01%
6,500
3099
$199K ﹤0.01%
16,766
+6,226
3100
$199K ﹤0.01%
59,350
+21,511
122 123
124
125 126