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
51
$280M 0.32%
6,980,828
+6,277,164
52
$273M 0.31%
3,102,146
-56,440
53
$271M 0.31%
4,652,689
-313,531
54
$269M 0.31%
2,279,677
-176,150
55
$268M 0.31%
16,759,770
+14,944,500
56
$265M 0.3%
5,583,970
-108,899
57
$263M 0.3%
1,903,856
+1,321,061
58
$259M 0.3%
4,184,069
-367,862
59
$258M 0.3%
3,179,511
+1,233,230
60
$254M 0.29%
4,388,241
-166,923
61
$253M 0.29%
2,595,947
+33,473
62
$253M 0.29%
3,907,997
+2,693,296
63
$251M 0.29%
6,881,970
-563,836
64
$250M 0.29%
2,561,688
-764,401
65
$250M 0.29%
1,286,385
+114,747
66
$250M 0.29%
4,165,834
+183,378
67
$247M 0.28%
2,280,170
+1,249,952
68
$244M 0.28%
3,905,214
-137,948
69
$243M 0.28%
1,551
+730
70
$239M 0.27%
9,359,475
+6,611,195
71
$237M 0.27%
1,314,671
+53,021
72
$237M 0.27%
3,868,157
+3,556,586
73
$221M 0.25%
407,298
+146,257
74
$219M 0.25%
2,841,805
-93,491
75
$217M 0.25%
1,944,347
+800,606
1 2
3
4 5