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
3601
$2K ﹤0.01%
100
+90
3602
$2K ﹤0.01%
45
+37
3603
$2K ﹤0.01%
85
+70
3604
$2K ﹤0.01%
53
+31
3605
$2K ﹤0.01%
56
+43
3606
$2K ﹤0.01%
28
+23
3607
$2K ﹤0.01%
186
3608
$2K ﹤0.01%
100
-45,600
3609
$2K ﹤0.01%
103
+90
3610
$2K ﹤0.01%
20
+17
3611
$2K ﹤0.01%
2,960
-2,500
3612
$2K ﹤0.01%
77
3613
$2K ﹤0.01%
59
+48
3614
$2K ﹤0.01%
91
+67
3615
$2K ﹤0.01%
97
+79
3616
$2K ﹤0.01%
452
3617
$2K ﹤0.01%
177
+109
3618
$2K ﹤0.01%
82
+67
3619
$2K ﹤0.01%
68
+66
3620
$2K ﹤0.01%
621
+560
3621
$2K ﹤0.01%
62
+51
3622
$2K ﹤0.01%
165
+137
3623
$2K ﹤0.01%
115
+94
3624
$2K ﹤0.01%
9,954
3625
$2K ﹤0.01%
31
+29
143 144
145
146 147