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
851
$14.8M 0.02%
123,804
-83,584
852
$14.8M 0.02%
478,081
-190,648
853
$14.7M 0.02%
1,131,054
+344,928
854
$14.7M 0.02%
226,061
-5,550
855
$14.7M 0.02%
199,156
+79,083
856
$14.6M 0.02%
444,704
+121,980
857
$14.6M 0.02%
841,194
-669,107
858
$14.6M 0.02%
203,977
+23,054
859
$14.5M 0.02%
247,876
-4,503
860
$14.4M 0.02%
206,051
-15,536
861
$14.4M 0.02%
171,231
+7,091
862
$14.4M 0.02%
373,122
+181,954
863
$14.4M 0.02%
889,437
+709,346
864
$14.3M 0.02%
135,311
-13,960
865
$14.3M 0.02%
1,274,310
+94,127
866
$14.2M 0.02%
761,083
-54,934
867
$14.2M 0.02%
1,140,190
-55,722
868
$14.1M 0.02%
409,085
+31,633
869
$14.1M 0.02%
253,636
-49,314
870
$14.1M 0.02%
1,054,545
+998,376
871
$14.1M 0.02%
484,675
-49,895
872
$14.1M 0.02%
505,750
+38,500
873
$14.1M 0.02%
305,456
-134,485
874
$14M 0.02%
245,646
+22,536
875
$14M 0.02%
405,415
+245,493
33 34
35
36 37