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
3526
$16K ﹤0.01%
+372
3527
$15K ﹤0.01%
1,219
3528
$15K ﹤0.01%
+945
3529
$14K ﹤0.01%
+2,579
3530
$14K ﹤0.01%
+2
3531
$13K ﹤0.01%
+976
3532
$13K ﹤0.01%
+744
3533
$13K ﹤0.01%
+600
3534
$13K ﹤0.01%
+2,765
3535
$13K ﹤0.01%
30,000
3536
$13K ﹤0.01%
485
-17,671
3537
$12K ﹤0.01%
3,744
-24,681
3538
$12K ﹤0.01%
+360
3539
$12K ﹤0.01%
+150
3540
$12K ﹤0.01%
256
-4,740
3541
$12K ﹤0.01%
+7,061
3542
$12K ﹤0.01%
+5,289
3543
$11K ﹤0.01%
+5,000
3544
$11K ﹤0.01%
+638
3545
$11K ﹤0.01%
+151
3546
$11K ﹤0.01%
+393
3547
$11K ﹤0.01%
+1,163
3548
$11K ﹤0.01%
5,274
-9,726
3549
$10K ﹤0.01%
+1,208
3550
$10K ﹤0.01%
12,319
140 141
142
143 144