CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
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
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3551
$2K ﹤0.01%
83
+68
3552
$2K ﹤0.01%
156
+136
3553
$2K ﹤0.01%
60
3554
$2K ﹤0.01%
340
+280
3555
$2K ﹤0.01%
97
+7
3556
$2K ﹤0.01%
200
3557
$2K ﹤0.01%
112
+90
3558
$2K ﹤0.01%
+112
3559
$2K ﹤0.01%
82
+66
3560
$2K ﹤0.01%
6
-1
3561
$2K ﹤0.01%
406
+302
3562
$2K ﹤0.01%
104
+95
3563
$2K ﹤0.01%
85
+67
3564
$2K ﹤0.01%
195
+159
3565
$2K ﹤0.01%
3
+2
3566
$2K ﹤0.01%
8
+7
3567
$2K ﹤0.01%
86
+71
3568
$2K ﹤0.01%
68
+60
3569
$2K ﹤0.01%
178
+147
3570
$2K ﹤0.01%
71
+56
3571
$2K ﹤0.01%
230
+185
3572
$2K ﹤0.01%
45
+37
3573
$2K ﹤0.01%
41
+33
3574
$2K ﹤0.01%
243
+222
3575
$2K ﹤0.01%
217
+181
141 142
143
144 145