CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
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
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3801
$1K ﹤0.01%
293
+237
3802
$1K ﹤0.01%
94
+77
3803
$1K ﹤0.01%
231
+190
3804
$1K ﹤0.01%
48
+40
3805
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148
+121
3806
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158
3807
$1K ﹤0.01%
272
+249
3808
$1K ﹤0.01%
62
+4
3809
– –
0
3810
$1K ﹤0.01%
47
+43
3811
$1K ﹤0.01%
74
+61
3812
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266
+209
3813
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36
+33
3814
$1K ﹤0.01%
20
+1
3815
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29
+24
3816
$1K ﹤0.01%
50
+1
3817
$1K ﹤0.01%
47
+37
3818
$1K ﹤0.01%
145
+133
3819
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44
+6
3820
$1K ﹤0.01%
+6
3821
$1K ﹤0.01%
53
+42
3822
$1K ﹤0.01%
219
+187
3823
$1K ﹤0.01%
358
+346
3824
$1K ﹤0.01%
198
-153
3825
$1K ﹤0.01%
45
-1
151 152
153
154 155