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
3476
$201K ﹤0.01%
+2,160
3477
$201K ﹤0.01%
1,688
-84
3478
$201K ﹤0.01%
22,127
-31,022
3479
$200K ﹤0.01%
40,893
-50,888
3480
$200K ﹤0.01%
+13,000
3481
$199K ﹤0.01%
13,647
+447
3482
$199K ﹤0.01%
55,223
-168,561
3483
$198K ﹤0.01%
18,103
-3,069
3484
$198K ﹤0.01%
15,334
3485
$197K ﹤0.01%
13,577
-260
3486
$197K ﹤0.01%
20,100
-174,939
3487
$197K ﹤0.01%
11,298
-20,004
3488
$196K ﹤0.01%
+54,640
3489
$195K ﹤0.01%
+11,779
3490
$195K ﹤0.01%
+26,806
3491
$195K ﹤0.01%
34,770
+18,962
3492
$195K ﹤0.01%
44,270
+10,663
3493
$194K ﹤0.01%
26,040
+11,534
3494
$194K ﹤0.01%
15,561
-53,297
3495
$194K ﹤0.01%
12,815
-12,926
3496
$193K ﹤0.01%
2,028
+603
3497
$193K ﹤0.01%
1,366
-692
3498
$192K ﹤0.01%
+4,536
3499
$191K ﹤0.01%
24,323
-14,852
3500
$191K ﹤0.01%
28,278
-3,729
138 139
140
141 142