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

Top Buys

1
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$9.64M 0.01%
90,846
-10,362
902
$9.59M 0.01%
76,230
+1,454
903
$9.57M 0.01%
505,481
-21,627
904
$9.56M 0.01%
66,215
-6,342
905
$9.55M 0.01%
103,648
-24,097
906
$9.54M 0.01%
152,109
-26,881
907
$9.46M 0.01%
150,122
-12,767
908
$9.44M 0.01%
1,030,718
-85,376
909
$9.38M 0.01%
94,099
+12,783
910
$9.37M 0.01%
235,123
-6,497
911
$9.34M 0.01%
248,194
+15,094
912
$9.33M 0.01%
445,967
+44,479
913
$9.33M 0.01%
186,434
+35,181
914
$9.32M 0.01%
692,138
-1,302,432
915
$9.31M 0.01%
957,198
+165,417
916
$9.31M 0.01%
175,706
+5,674
917
$9.31M 0.01%
164,554
-8,027
918
$9.29M 0.01%
245,272
-237,886
919
$9.28M 0.01%
584,241
+294,895
920
$9.27M 0.01%
188,955
-7,315
921
$9.27M 0.01%
115,097
-3,620
922
$9.27M 0.01%
156,980
-6,504
923
$9.24M 0.01%
88,755
+665
924
$9.24M 0.01%
143,679
+4,181
925
$9.23M 0.01%
678,010
-163,997
35 36
37
38 39