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
3576
$155K ﹤0.01%
31,274
+5,404
3577
$154K ﹤0.01%
13,102
-3,293
3578
$152K ﹤0.01%
14,121
+1,343
3579
$151K ﹤0.01%
+12,537
3580
$151K ﹤0.01%
17,955
-21,027
3581
$150K ﹤0.01%
41,159
-61,188
3582
$150K ﹤0.01%
10,007
-13,640
3583
$150K ﹤0.01%
+10,000
3584
$149K ﹤0.01%
+677
3585
$148K ﹤0.01%
48,935
+620
3586
$148K ﹤0.01%
468
-9
3587
$148K ﹤0.01%
4,767
3588
$147K ﹤0.01%
10,626
-3,155
3589
$147K ﹤0.01%
35,980
+4,689
3590
$145K ﹤0.01%
15,138
-38,955
3591
$144K ﹤0.01%
+31,969
3592
$144K ﹤0.01%
11,691
+1,874
3593
$144K ﹤0.01%
25,422
-4,434
3594
$144K ﹤0.01%
+2,700
3595
$142K ﹤0.01%
14,000
-250
3596
$142K ﹤0.01%
+22,237
3597
$142K ﹤0.01%
25,619
+4,274
3598
$141K ﹤0.01%
+7
3599
$141K ﹤0.01%
56,369
-43,416
3600
$140K ﹤0.01%
11,503
-2,480
142 143
144
145 146