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
3726
$46K ﹤0.01%
22,568
-29,776
3727
$44K ﹤0.01%
12,427
+3,389
3728
– –
0
3729
$42K ﹤0.01%
19,414
+1,635
3730
$41K ﹤0.01%
33,945
-59,770
3731
$41K ﹤0.01%
+83
3732
$40K ﹤0.01%
30,154
+15,986
3733
$39K ﹤0.01%
1,229
+89
3734
$39K ﹤0.01%
+24,337
3735
$37K ﹤0.01%
10,467
+87
3736
$37K ﹤0.01%
13,857
-7,303
3737
$37K ﹤0.01%
+10,817
3738
$37K ﹤0.01%
10,148
-96,916
3739
$35K ﹤0.01%
+21,242
3740
$35K ﹤0.01%
70
+7
3741
$34K ﹤0.01%
+21,033
3742
$34K ﹤0.01%
935
+249
3743
$34K ﹤0.01%
26,289
-14,124
3744
$33K ﹤0.01%
14,098
-726
3745
$31K ﹤0.01%
1,491
-9,353
3746
$30K ﹤0.01%
14,336
-45,159
3747
$30K ﹤0.01%
1,719
+356
3748
$29K ﹤0.01%
39,559
-1,864
3749
$28K ﹤0.01%
319
-9
3750
$27K ﹤0.01%
+12,128
148 149
150
151 152