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
3626
$2K ﹤0.01%
+5,000
3627
$2K ﹤0.01%
14,000
3628
$1K ﹤0.01%
167
-39,150
3629
$1K ﹤0.01%
+49
3630
$1K ﹤0.01%
+30
3631
$1K ﹤0.01%
+62
3632
$1K ﹤0.01%
+85
3633
$1K ﹤0.01%
+45
3634
$1K ﹤0.01%
+31
3635
$1K ﹤0.01%
+60
3636
$1K ﹤0.01%
+53
3637
$1K ﹤0.01%
+90
3638
$1K ﹤0.01%
+166
3639
$1K ﹤0.01%
+91
3640
$1K ﹤0.01%
+13
3641
$1K ﹤0.01%
+6
3642
$1K ﹤0.01%
+2
3643
$1K ﹤0.01%
31
-15,132
3644
$1K ﹤0.01%
+9
3645
$1K ﹤0.01%
+20
3646
$1K ﹤0.01%
+11
3647
$1K ﹤0.01%
+158
3648
$1K ﹤0.01%
+58
3649
$1K ﹤0.01%
+19
3650
$1K ﹤0.01%
+49
144 145
146
147 148