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
$95.3B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,658
New
Increased
Reduced
Closed

Top Buys

1
+$257M
2
+$256M
3
+$158M
4
APD icon
Air Products & Chemicals
APD
+$157M
5
MS icon
Morgan Stanley
MS
+$88.1M

Top Sells

1
+$277M
2
+$146M
3
+$123M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$119M
5
PCG icon
PG&E
PCG
+$117M

Sector Composition

1 Technology 21.81%
2 Healthcare 16.46%
3 Financials 13.73%
4 Consumer Discretionary 9.2%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3451
$53K ﹤0.01%
1,763
-4,220
3452
$53K ﹤0.01%
+818
3453
$52K ﹤0.01%
+875
3454
$52K ﹤0.01%
+17,060
3455
$51K ﹤0.01%
40,116
+2,333
3456
$51K ﹤0.01%
+1,380
3457
$49K ﹤0.01%
+1,230
3458
$48K ﹤0.01%
+5,989
3459
$48K ﹤0.01%
+1,685
3460
$47K ﹤0.01%
+5,107
3461
$47K ﹤0.01%
+2,484
3462
$46K ﹤0.01%
+1,402
3463
$46K ﹤0.01%
41,500
3464
$46K ﹤0.01%
750
3465
$45K ﹤0.01%
+5,097
3466
$45K ﹤0.01%
+710
3467
$45K ﹤0.01%
684
-2,200
3468
$45K ﹤0.01%
+308
3469
$44K ﹤0.01%
+1,341
3470
$44K ﹤0.01%
+1,850
3471
$43K ﹤0.01%
31,051
-297
3472
$43K ﹤0.01%
+2,624
3473
$43K ﹤0.01%
+1,875
3474
$42K ﹤0.01%
+1,962
3475
$41K ﹤0.01%
+22,451
137 138
139
140 141