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
3526
$178K ﹤0.01%
+10,144
3527
$178K ﹤0.01%
+28,172
3528
$178K ﹤0.01%
48,191
+23,908
3529
$177K ﹤0.01%
10,137
-1,447
3530
$176K ﹤0.01%
+10,274
3531
$176K ﹤0.01%
2,572
3532
$175K ﹤0.01%
+124
3533
$175K ﹤0.01%
44,823
-18,265
3534
$175K ﹤0.01%
3,869
-1,177
3535
$174K ﹤0.01%
72,212
+5,867
3536
$173K ﹤0.01%
17,428
3537
$172K ﹤0.01%
+11,696
3538
$172K ﹤0.01%
11,526
3539
$171K ﹤0.01%
11,500
3540
$171K ﹤0.01%
15,052
+4,534
3541
$171K ﹤0.01%
23,417
3542
$171K ﹤0.01%
+10,578
3543
$170K ﹤0.01%
14,039
-24,848
3544
$170K ﹤0.01%
12,465
-35,142
3545
$169K ﹤0.01%
14,487
+2,316
3546
$168K ﹤0.01%
3,720
-2,225
3547
$168K ﹤0.01%
14,983
+486
3548
$168K ﹤0.01%
22,038
-1,471
3549
$168K ﹤0.01%
71,377
-131,819
3550
$167K ﹤0.01%
+10,759
140 141
142
143 144