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
776
$17.5M 0.02%
478,440
+299,452
777
$17.4M 0.02%
485,656
+375,500
778
$17.4M 0.02%
630,194
+106,119
779
$17.4M 0.02%
586,694
+85,949
780
$17.4M 0.02%
477,376
+51,434
781
$17.3M 0.02%
856,564
-1,046,184
782
$17.3M 0.02%
428,761
-393,165
783
$17.3M 0.02%
1,152,032
+854,335
784
$17.3M 0.02%
299,030
+7,814
785
$17.3M 0.02%
19,530
+10,419
786
$17.2M 0.02%
398,040
-670,389
787
$17.1M 0.02%
967,261
+28,448
788
$17.1M 0.02%
171,489
+2,612
789
$16.9M 0.02%
1,744,888
+26,347
790
$16.9M 0.02%
39,751
+16,737
791
$16.9M 0.02%
437,078
+86,765
792
$16.9M 0.02%
237,862
+15,506
793
$16.8M 0.02%
405,387
+21,776
794
$16.8M 0.02%
680,213
+68,002
795
$16.6M 0.02%
1,795,690
+186,780
796
$16.6M 0.02%
148,536
-21,897
797
$16.5M 0.02%
105,515
+10,172
798
$16.5M 0.02%
513,691
+33,758
799
$16.4M 0.02%
628,264
+53,533
800
$16.4M 0.02%
5,928,914
-1,145,096
30 31
32
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