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
3751
$25K ﹤0.01%
1,102
-718
3752
$23K ﹤0.01%
+186
3753
$22K ﹤0.01%
384
-616
3754
$22K ﹤0.01%
+4
3755
$22K ﹤0.01%
20,642
-104,962
3756
$22K ﹤0.01%
70,661
-301,403
3757
$21K ﹤0.01%
23,065
-73,884
3758
$21K ﹤0.01%
19,577
-9,821
3759
$19K ﹤0.01%
1,027
-86
3760
$17K ﹤0.01%
14,133
-4,229
3761
$17K ﹤0.01%
25,604
-288
3762
$17K ﹤0.01%
91,999
+6,684
3763
$16K ﹤0.01%
35,048
-1,657,780
3764
$16K ﹤0.01%
57,345
-64,798
3765
$16K ﹤0.01%
12,202
+1,156
3766
$15K ﹤0.01%
629
-5
3767
$14K ﹤0.01%
+1,006
3768
$14K ﹤0.01%
4,853
+2,221
3769
$12K ﹤0.01%
11,867
-2,777
3770
$11K ﹤0.01%
912
-5
3771
$8K ﹤0.01%
2,767
+17
3772
$7K ﹤0.01%
+2,918
3773
$3K ﹤0.01%
10,026
-3,974
3774
$3K ﹤0.01%
10,887
-39,865
3775
$3K ﹤0.01%
16,549
-93,364
149 150
151
152 153