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
$83.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$681M
2
+$527M
3
+$277M
4
WMB icon
Williams Companies
WMB
+$257M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$251M

Top Sells

1
+$552M
2
+$500M
3
+$369M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$244M
5
UBS icon
UBS Group
UBS
+$242M

Sector Composition

1 Financials 16.14%
2 Healthcare 12.21%
3 Technology 11.89%
4 Consumer Discretionary 8.13%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$221K ﹤0.01%
7,142
-3,372
3427
$221K ﹤0.01%
19,467
-37,259
3428
$221K ﹤0.01%
28,344
-9,443
3429
$221K ﹤0.01%
17,152
-611,553
3430
$220K ﹤0.01%
7,506
-2,360
3431
$220K ﹤0.01%
4,872
-27,499
3432
$220K ﹤0.01%
154,747
+3,427
3433
$220K ﹤0.01%
2,754
+56
3434
$220K ﹤0.01%
1,920
-241
3435
$219K ﹤0.01%
63,054
-23,842
3436
$219K ﹤0.01%
13,613
-14,359
3437
$219K ﹤0.01%
30,725
-1,585
3438
$219K ﹤0.01%
69,504
+9,050
3439
$218K ﹤0.01%
8,658
-318
3440
$218K ﹤0.01%
2,539
-11,756
3441
$217K ﹤0.01%
7,664
-9,250
3442
$216K ﹤0.01%
+10,525
3443
$215K ﹤0.01%
5,847
-3,342
3444
$215K ﹤0.01%
6,671
-8,300
3445
$215K ﹤0.01%
+5,825
3446
$215K ﹤0.01%
15,979
-1,552
3447
$214K ﹤0.01%
5,536
-760
3448
$214K ﹤0.01%
+18,608
3449
$213K ﹤0.01%
3,806
-1,820
3450
$213K ﹤0.01%
+40,267
136 137
138
139 140