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
3776
$2K ﹤0.01%
17,768
3777
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-14,368
3778
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-757,726
3779
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-1,341,008
3780
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-283,988
3781
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-4,000
3782
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-318,525
3783
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-240,388
3784
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-2,485,554
3785
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-278,260
3786
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-2,982,593
3787
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-199,175
3788
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-3,004,971
3789
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-11,781
3790
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-514,809
3791
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-241,385
3792
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-36,898
3793
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3794
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-53,343
3795
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-100,000
3796
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-261,331
3797
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-245,286
3798
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-147,892
3799
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-193,989
3800
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-112,100
150 151
152
153 154