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
3451
$14K ﹤0.01%
1,988
3452
$14K ﹤0.01%
374
-514
3453
$13K ﹤0.01%
1,219
3454
$12K ﹤0.01%
568
3455
$12K ﹤0.01%
711
-2,350
3456
$12K ﹤0.01%
5,000
3457
$12K ﹤0.01%
851
-1,773
3458
$11K ﹤0.01%
12,319
3459
$11K ﹤0.01%
334
-236
3460
$11K ﹤0.01%
976
3461
$11K ﹤0.01%
150
3462
$10K ﹤0.01%
3,109
+243
3463
$10K ﹤0.01%
360
3464
$10K ﹤0.01%
373
+103
3465
$10K ﹤0.01%
11,334
-9,936
3466
$9K ﹤0.01%
638
3467
$9K ﹤0.01%
1,044
3468
$9K ﹤0.01%
700
3469
$9K ﹤0.01%
2,400
+298
3470
$8K ﹤0.01%
2,500
3471
$8K ﹤0.01%
+86
3472
$7K ﹤0.01%
135
+131
3473
$7K ﹤0.01%
1,296
3474
$7K ﹤0.01%
50
+47
3475
$7K ﹤0.01%
89
-18
137 138
139
140 141