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
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$137M
3
+$78.9M
4
C icon
Citigroup
C
+$73.9M
5
LIN icon
Linde
LIN
+$73.2M

Top Sells

1
+$183M
2
+$129M
3
+$128M
4
MS icon
Morgan Stanley
MS
+$82.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.1M

Sector Composition

1 Technology 21.86%
2 Healthcare 16.36%
3 Financials 13.56%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$25K ﹤0.01%
1,159
+1,128
3427
$25K ﹤0.01%
870
+477
3428
$25K ﹤0.01%
5,625
3429
$23K ﹤0.01%
5,855
+2
3430
$23K ﹤0.01%
926
-1,944
3431
$23K ﹤0.01%
3,693
3432
$23K ﹤0.01%
24,212
+1,882
3433
$21K ﹤0.01%
5,111
+4
3434
$21K ﹤0.01%
17,373
+117
3435
$20K ﹤0.01%
2,500
3436
$20K ﹤0.01%
638
+416
3437
$20K ﹤0.01%
490
3438
$19K ﹤0.01%
+937
3439
$19K ﹤0.01%
4,868
3440
$18K ﹤0.01%
+139
3441
$18K ﹤0.01%
1,314
-2,078
3442
$16K ﹤0.01%
682
-82,655
3443
$16K ﹤0.01%
2,800
-988
3444
$16K ﹤0.01%
7,061
3445
$16K ﹤0.01%
+10,374
3446
$16K ﹤0.01%
834
-1,741
3447
$16K ﹤0.01%
816
3448
$15K ﹤0.01%
3,900
3449
$15K ﹤0.01%
603
+375
3450
$14K ﹤0.01%
372
136 137
138
139 140