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
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$137M
3
+$78.9M
4
C icon
Citigroup
C
+$73.9M
5
LIN icon
Linde
LIN
+$73.2M

Top Sells

1
+$183M
2
+$129M
3
+$128M
4
MS icon
Morgan Stanley
MS
+$82.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$74.1M

Sector Composition

1 Technology 21.86%
2 Healthcare 16.36%
3 Financials 13.56%
4 Consumer Discretionary 9.71%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4201
– –
-39,442
4202
$0 ﹤0.01%
1
-1
4203
$0 ﹤0.01%
48
+5
4204
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-47,426
4205
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-23
4206
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-4
4207
– –
-330,000
4208
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-12
4209
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-10
4210
$0 ﹤0.01%
2
4211
$0 ﹤0.01%
1
-31
4212
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-2
4213
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-6
4214
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-14
4215
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-225
4216
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$0 ﹤0.01%
76
+11
4218
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4219
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-20
4220
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0
4221
$0 ﹤0.01%
7
-106
4222
– –
-5
4223
– –
0
4224
– –
-1
4225
– –
-3,476
167 168
169
170 171