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
976
$11.2M 0.01%
1,002
+765
977
$11.2M 0.01%
335,539
-2,408,426
978
$11.2M 0.01%
185,233
+20,669
979
$11M 0.01%
105,802
-274,188
980
$10.9M 0.01%
298,948
-36,924
981
$10.9M 0.01%
527,768
+65,868
982
$10.9M 0.01%
+245,978
983
$10.9M 0.01%
347,768
-1,524
984
$10.8M 0.01%
79,412
+452
985
$10.8M 0.01%
542,322
+138,373
986
$10.8M 0.01%
144,316
+16,859
987
$10.8M 0.01%
293,288
+67,257
988
$10.8M 0.01%
117,960
+29,832
989
$10.8M 0.01%
517,536
+358,575
990
$10.7M 0.01%
1,157,859
-40,580
991
$10.7M 0.01%
608,609
-8,446
992
$10.6M 0.01%
285,858
-73,211
993
$10.6M 0.01%
349,345
-652,325
994
$10.5M 0.01%
153,853
+17,367
995
$10.5M 0.01%
364,387
+226,044
996
$10.5M 0.01%
507,531
-472,441
997
$10.4M 0.01%
364,408
+240,971
998
$10.4M 0.01%
224,330
+27,552
999
$10.4M 0.01%
385,578
+55,069
1000
$10.4M 0.01%
172,911
-20,520
38 39
40
41 42