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
$135B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,739
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$1B
3
+$512M
4
DBX icon
Dropbox
DBX
+$343M
5
FERG icon
Ferguson
FERG
+$258M

Top Sells

1
+$1.09B
2
+$771M
3
+$764M
4
AAPL icon
Apple
AAPL
+$745M
5
MSFT icon
Microsoft
MSFT
+$532M

Sector Composition

1 Technology 19.66%
2 Healthcare 15.26%
3 Consumer Discretionary 12.76%
4 Financials 11.57%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$120K ﹤0.01%
+10,255
3202
$120K ﹤0.01%
1,112
-351
3203
$120K ﹤0.01%
+598
3204
$119K ﹤0.01%
411
3205
$118K ﹤0.01%
+10,779
3206
$117K ﹤0.01%
10,000
3207
$116K ﹤0.01%
15,298
-6,703
3208
$115K ﹤0.01%
2,094
-824
3209
$113K ﹤0.01%
11,110
-15,139
3210
$112K ﹤0.01%
+10,498
3211
$109K ﹤0.01%
+17,343
3212
$104K ﹤0.01%
26,727
-143,362
3213
$103K ﹤0.01%
19,198
-27,841
3214
$102K ﹤0.01%
10,605
-5,057
3215
$102K ﹤0.01%
+10,537
3216
$101K ﹤0.01%
1,283
-743
3217
$100K ﹤0.01%
+10,000
3218
$100K ﹤0.01%
+10,000
3219
$100K ﹤0.01%
+10,000
3220
$99K ﹤0.01%
+89
3221
$97K ﹤0.01%
16,739
-235
3222
$95K ﹤0.01%
+1,036
3223
$95K ﹤0.01%
+429
3224
$86K ﹤0.01%
1,135
-241
3225
$80K ﹤0.01%
35,751
-5,970
127 128
129
130 131