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
3826
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-2,092
3827
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-382,229
3828
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-553,198
3829
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-1,888,784
3830
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3831
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-16,365
3832
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-1,678
3833
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-85,986
3834
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-3,361
3835
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-9,067
3836
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-209,978
3837
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-801,666
3838
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-66,551
3839
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-33,992
3840
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-23,750
3841
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3842
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3843
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-12,996
3844
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3845
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-9,500
3846
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-8,583
3847
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-9,482
3848
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-13,846
3849
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-14,866
3850
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-13,653
152 153
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