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
3401
$39K ﹤0.01%
5,363
+1
3402
$38K ﹤0.01%
909
-4,193
3403
$37K ﹤0.01%
5,097
3404
$37K ﹤0.01%
900
-1,100
3405
$37K ﹤0.01%
1,392
3406
$36K ﹤0.01%
989
+157
3407
$36K ﹤0.01%
1,072
-903,100
3408
$36K ﹤0.01%
17,187
+127
3409
$35K ﹤0.01%
3,756
-7,884
3410
$35K ﹤0.01%
1,032
+12
3411
$33K ﹤0.01%
1,742
+21
3412
$32K ﹤0.01%
+252
3413
$32K ﹤0.01%
811
-419
3414
$32K ﹤0.01%
2,145
-4,500
3415
$32K ﹤0.01%
235
3416
$32K ﹤0.01%
2,898
+9
3417
$30K ﹤0.01%
1,696
-3,530
3418
$29K ﹤0.01%
74,711
+1,376
3419
$28K ﹤0.01%
612
+200
3420
$27K ﹤0.01%
311
3421
$27K ﹤0.01%
3,497
+282
3422
$27K ﹤0.01%
960
3423
$27K ﹤0.01%
29,326
+6,875
3424
$26K ﹤0.01%
+1,003
3425
$26K ﹤0.01%
1,554
-3,231
135 136
137
138 139