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
3326
$81K ﹤0.01%
358
+6
3327
$81K ﹤0.01%
12,435
-523
3328
$80K ﹤0.01%
3,776
+34
3329
$79K ﹤0.01%
19,324
3330
$78K ﹤0.01%
22,306
+990
3331
$77K ﹤0.01%
8,029
+9
3332
$77K ﹤0.01%
1,508
+8
3333
$76K ﹤0.01%
+12,472
3334
$76K ﹤0.01%
1,933
-510
3335
$76K ﹤0.01%
1,700
3336
$76K ﹤0.01%
32,865
+394
3337
$76K ﹤0.01%
42,187
3338
$75K ﹤0.01%
101,841
+390
3339
$74K ﹤0.01%
40,748
+632
3340
$74K ﹤0.01%
1,888
-3,918
3341
$74K ﹤0.01%
4,543
-39
3342
$73K ﹤0.01%
5,949
+3,683
3343
$73K ﹤0.01%
2,232
+6
3344
$71K ﹤0.01%
1,093
-4,247
3345
$71K ﹤0.01%
12
3346
$70K ﹤0.01%
5,472
-1,877
3347
$68K ﹤0.01%
2,991
-6,272
3348
$68K ﹤0.01%
2,844
3349
$68K ﹤0.01%
2,382
+7
3350
$68K ﹤0.01%
2,447
-5,054
132 133
134
135 136