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
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$137M
3
+$78.9M
4
C icon
Citigroup
C
+$73.9M
5
LIN icon
Linde
LIN
+$73.2M

Top Sells

1
+$183M
2
+$129M
3
+$128M
4
MS icon
Morgan Stanley
MS
+$82.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.1M

Sector Composition

1 Technology 21.86%
2 Healthcare 16.36%
3 Financials 13.56%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3626
$2K ﹤0.01%
169
+135
3627
$2K ﹤0.01%
+1,542
3628
$2K ﹤0.01%
109
3629
$2K ﹤0.01%
59
-302
3630
$2K ﹤0.01%
829
3631
$2K ﹤0.01%
71
+61
3632
$2K ﹤0.01%
1,537
+490
3633
$2K ﹤0.01%
39
+36
3634
$2K ﹤0.01%
176
+146
3635
$2K ﹤0.01%
56
+45
3636
$1K ﹤0.01%
121
+98
3637
$1K ﹤0.01%
116
+34
3638
$1K ﹤0.01%
90
+15
3639
$1K ﹤0.01%
38
-71,625
3640
$1K ﹤0.01%
127
+105
3641
$1K ﹤0.01%
69
-1,086
3642
$1K ﹤0.01%
32
+24
3643
$1K ﹤0.01%
2,523
3644
$1K ﹤0.01%
70
+60
3645
$1K ﹤0.01%
29
3646
$1K ﹤0.01%
+398
3647
$1K ﹤0.01%
128
+105
3648
$1K ﹤0.01%
193
-53
3649
$1K ﹤0.01%
205
+174
3650
$1K ﹤0.01%
73
+39
144 145
146
147 148