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
3851
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-13,950
3852
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-7,924
3853
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-8,538
3854
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-8,900
3855
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3856
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-10,739
3857
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-54,839
3858
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-18,013
3859
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-10,205
3860
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-14,940
3861
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-16,624
3862
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-10,214
3863
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-50,511
3864
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-48,242
3865
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-62,905
3866
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-204
3867
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-30,736
3868
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3869
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-26,143
3870
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-7,028
3871
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-9,350
3872
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-1,910
3873
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-79,756
3874
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-55,250
3875
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-53,500
153 154
155
156 157