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
3551
$10K ﹤0.01%
+1,296
3552
$10K ﹤0.01%
107
-2,967
3553
$9K ﹤0.01%
+2,866
3554
$9K ﹤0.01%
+1,044
3555
$8K ﹤0.01%
+2,797
3556
$8K ﹤0.01%
4,473
-79,399
3557
$8K ﹤0.01%
+700
3558
$8K ﹤0.01%
+4,680
3559
$7K ﹤0.01%
+1,073
3560
$7K ﹤0.01%
+255
3561
$7K ﹤0.01%
987
-13,313
3562
$7K ﹤0.01%
+2,282
3563
$7K ﹤0.01%
+222
3564
$7K ﹤0.01%
+341
3565
$7K ﹤0.01%
+228
3566
$7K ﹤0.01%
160
-5,696
3567
$7K ﹤0.01%
170
-4,092
3568
$7K ﹤0.01%
+1,721
3569
$7K ﹤0.01%
+1,204
3570
$7K ﹤0.01%
+84
3571
$7K ﹤0.01%
1,411
-17,603
3572
$6K ﹤0.01%
+2,500
3573
$6K ﹤0.01%
+180
3574
$6K ﹤0.01%
+1,197
3575
$6K ﹤0.01%
+1,088
141 142
143
144 145