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
3126
$187K ﹤0.01%
8,655
+2,285
3127
$186K ﹤0.01%
19,124
+196
3128
$184K ﹤0.01%
4,405
-432
3129
$184K ﹤0.01%
29,666
+177
3130
$183K ﹤0.01%
19,776
+2,003
3131
$183K ﹤0.01%
22,590
+1,329
3132
$182K ﹤0.01%
39,079
+16
3133
$182K ﹤0.01%
9,227
+54
3134
$181K ﹤0.01%
9,012
-44,419
3135
$181K ﹤0.01%
22,213
+12,136
3136
$181K ﹤0.01%
8,996
+139
3137
$179K ﹤0.01%
5,469
-100
3138
$179K ﹤0.01%
25,420
+58
3139
$178K ﹤0.01%
2,000
3140
$178K ﹤0.01%
23,001
+1,774
3141
$178K ﹤0.01%
348,855
3142
$177K ﹤0.01%
48,689
-359,905
3143
$177K ﹤0.01%
2,129
-2,310
3144
$177K ﹤0.01%
32,090
+196
3145
$176K ﹤0.01%
14,420
+8
3146
$175K ﹤0.01%
14,210
-687
3147
$173K ﹤0.01%
34,588
+612
3148
$173K ﹤0.01%
1,256
-75
3149
$172K ﹤0.01%
174,432
+941
3150
$172K ﹤0.01%
42,420
+21
124 125
126
127 128