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
976
$8.47M 0.01%
73,155
-24,336
977
$8.44M 0.01%
3,209,968
+1,009,254
978
$8.43M 0.01%
114,535
+51,288
979
$8.42M 0.01%
89,231
+7,508
980
$8.38M 0.01%
129,916
+14,936
981
$8.32M 0.01%
298,952
+117,319
982
$8.3M 0.01%
59,132
+1,166
983
$8.29M 0.01%
79,022
+8,514
984
$8.26M 0.01%
74,355
-51,354
985
$8.16M 0.01%
510,408
+91,988
986
$8.15M 0.01%
193,538
-11,620
987
$8.12M 0.01%
249,156
-14,435
988
$8.07M 0.01%
581,110
+33,841
989
$8.05M 0.01%
447,198
-35,460
990
$8.03M 0.01%
151,448
+7,893
991
$8.02M 0.01%
165,972
+148,013
992
$8.02M 0.01%
38,306
+1,157
993
$8.02M 0.01%
198,409
-31,208
994
$7.95M 0.01%
400,405
-334,055
995
$7.93M 0.01%
30,786
+94
996
$7.92M 0.01%
52,364
-1,059
997
$7.87M 0.01%
188,118
+698
998
$7.86M 0.01%
89,598
-23,663
999
$7.85M 0.01%
144,253
+2,332
1000
$7.84M 0.01%
265,988
-6,668
38 39
40
41 42