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
3501
$4K ﹤0.01%
127
+110
3502
$4K ﹤0.01%
1,411
3503
$4K ﹤0.01%
663
+528
3504
$4K ﹤0.01%
197
+122
3505
$3K ﹤0.01%
165
+154
3506
$3K ﹤0.01%
1,065
+974
3507
$3K ﹤0.01%
552
-49,449
3508
$3K ﹤0.01%
+227
3509
$3K ﹤0.01%
+21,407
3510
$3K ﹤0.01%
43
-2,977
3511
$3K ﹤0.01%
298
+213
3512
$3K ﹤0.01%
157
+134
3513
$3K ﹤0.01%
192
+161
3514
$3K ﹤0.01%
216
+205
3515
$3K ﹤0.01%
5,417
3516
$3K ﹤0.01%
+66
3517
$3K ﹤0.01%
41
-2,448
3518
$3K ﹤0.01%
+413
3519
$3K ﹤0.01%
1,200
+200
3520
$3K ﹤0.01%
218
3521
$3K ﹤0.01%
1,135
+1,053
3522
$3K ﹤0.01%
37
-1,417
3523
$3K ﹤0.01%
344
-226
3524
$3K ﹤0.01%
39
+32
3525
$3K ﹤0.01%
712
+659
139 140
141
142 143