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 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
$92K ﹤0.01%
28,340
-311
3302
$92K ﹤0.01%
34,207
+358
3303
$92K ﹤0.01%
2,200
3304
$92K ﹤0.01%
49,939
+309
3305
$92K ﹤0.01%
9,644
3306
$92K ﹤0.01%
3,455
3307
$91K ﹤0.01%
2,570
-4
3308
$91K ﹤0.01%
600
3309
$91K ﹤0.01%
33,128
+6,457
3310
$90K ﹤0.01%
137,993
3311
$90K ﹤0.01%
2,392
+1,479
3312
$90K ﹤0.01%
307
-374
3313
$90K ﹤0.01%
10,000
3314
$89K ﹤0.01%
1,849
+450
3315
$89K ﹤0.01%
1,378
+14
3316
$88K ﹤0.01%
1,648
-3,461
3317
$88K ﹤0.01%
520
3318
$88K ﹤0.01%
12,943
-423
3319
$88K ﹤0.01%
4,475
+901
3320
$88K ﹤0.01%
18,000
+17,992
3321
$86K ﹤0.01%
21,565
-2,039
3322
$85K ﹤0.01%
11,738
-1
3323
$84K ﹤0.01%
5,247
+1,695
3324
$83K ﹤0.01%
3,747
+1,038
3325
$82K ﹤0.01%
895
-140
131 132
133
134 135