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
1051
$9.43M 0.01%
521,140
+101,305
1052
$9.42M 0.01%
252,114
+37,449
1053
$9.41M 0.01%
204,321
-8,133
1054
$9.41M 0.01%
144,720
-53,853
1055
$9.4M 0.01%
120,948
+49,257
1056
$9.34M 0.01%
757,161
+54,246
1057
$9.33M 0.01%
665,544
+115,593
1058
$9.32M 0.01%
221,126
+124,861
1059
$9.32M 0.01%
843,997
+461,147
1060
$9.31M 0.01%
589,820
+273,110
1061
$9.3M 0.01%
314,980
-204,698
1062
$9.29M 0.01%
274,655
+103,303
1063
$9.28M 0.01%
496,493
+228,802
1064
$9.26M 0.01%
271,308
-80,782
1065
$9.25M 0.01%
759,041
+8,601
1066
$9.24M 0.01%
275,855
+22,353
1067
$9.22M 0.01%
175,769
-15,978
1068
$9.22M 0.01%
252,607
-6,102
1069
$9.21M 0.01%
392,051
-20,030
1070
$9.18M 0.01%
220,910
+136,457
1071
$9.16M 0.01%
282,837
+66,035
1072
$9.14M 0.01%
135,157
-40,638
1073
$9.12M 0.01%
201,757
+1,933
1074
$9.12M 0.01%
312,290
+76,540
1075
$9.09M 0.01%
236,522
-5,403
41 42
43
44 45