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
$87.3B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,292
New
Increased
Reduced
Closed

Top Buys

1
+$1.96B
2
+$403M
3
+$329M
4
ELV icon
Elevance Health
ELV
+$198M
5
CNI icon
Canadian National Railway
CNI
+$179M

Top Sells

1
+$2B
2
+$426M
3
+$338M
4
HD icon
Home Depot
HD
+$333M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$275M

Sector Composition

1 Financials 14.56%
2 Technology 11.86%
3 Energy 9.65%
4 Healthcare 9.59%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3751
$189K ﹤0.01%
2,985
-74,522
3752
$189K ﹤0.01%
35,980
-97,236
3753
$188K ﹤0.01%
13,529
-436
3754
$187K ﹤0.01%
72,270
+5,599
3755
$187K ﹤0.01%
28,281
+2,958
3756
$187K ﹤0.01%
160,751
+45,041
3757
$186K ﹤0.01%
+29,389
3758
$185K ﹤0.01%
+12,442
3759
$185K ﹤0.01%
+20,466
3760
$185K ﹤0.01%
+10,696
3761
$184K ﹤0.01%
12,005
-2,580
3762
$183K ﹤0.01%
77,524
+19,264
3763
$181K ﹤0.01%
26,904
+2,437
3764
$180K ﹤0.01%
11,817
-12,476
3765
$179K ﹤0.01%
4,549
-19,722
3766
$177K ﹤0.01%
26,418
+9,845
3767
$177K ﹤0.01%
+10,006
3768
$176K ﹤0.01%
+14,343
3769
$175K ﹤0.01%
14,000
-1,620
3770
$174K ﹤0.01%
+12,238
3771
$172K ﹤0.01%
+18,680
3772
– –
0
3773
$172K ﹤0.01%
+1,934
3774
$172K ﹤0.01%
+11,851
3775
$171K ﹤0.01%
+16,427
149 150
151
152 153