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
$83.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$648M
2
+$498M
3
+$350M
4
GEN icon
Gen Digital
GEN
+$269M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$256M

Top Sells

1
+$556M
2
+$521M
3
+$355M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$246M
5
UBS icon
UBS Group
UBS
+$244M

Sector Composition

1 Financials 16.14%
2 Healthcare 12.21%
3 Technology 11.87%
4 Industrials 8.13%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3951
– –
-761,222
3952
– –
-134,338
3953
– –
-12,557
3954
– –
-170,851
3955
– –
-382,229
3956
– –
-27,976
3957
– –
-3,304
3958
– –
-8,583
3959
– –
-21,358
3960
– –
-1,692
3961
– –
-15,577
3962
– –
-28,694
3963
– –
-11,811
3964
– –
-22,558
3965
– –
-55,718
3966
– –
-12,265
3967
– –
-773
3968
– –
-7,407
3969
– –
-43,492
3970
– –
-3,949
3971
– –
-19,979
3972
– –
-10,895
3973
– –
-1,093,849
3974
– –
-222,697
3975
– –
-97,335
157 158
159
160 161