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
1076
$9.09M 0.01%
123,494
-62,437
1077
$9.07M 0.01%
524,673
+349,007
1078
$9.06M 0.01%
132,336
+25,655
1079
$9.05M 0.01%
160,828
-23,132
1080
$9.02M 0.01%
115,993
-23,671
1081
$9M 0.01%
78,626
+44,198
1082
$9M 0.01%
551,192
-7,831
1083
$8.97M 0.01%
156,925
-278,081
1084
$8.96M 0.01%
430,754
-583,769
1085
$8.93M 0.01%
520,563
+18,200
1086
$8.88M 0.01%
337,705
+159,874
1087
$8.85M 0.01%
59,267
+4,343
1088
$8.85M 0.01%
69,717
-110,617
1089
$8.85M 0.01%
312,484
-5,898
1090
$8.85M 0.01%
620,753
-223,044
1091
$8.84M 0.01%
1,046,625
+170,078
1092
$8.84M 0.01%
191,915
+34,388
1093
$8.81M 0.01%
2,059,481
+164,252
1094
$8.78M 0.01%
163,960
-72,415
1095
$8.75M 0.01%
390,683
+99,771
1096
$8.74M 0.01%
162,601
+11,280
1097
$8.72M 0.01%
261,810
+671
1098
$8.7M 0.01%
644,648
+283,423
1099
$8.7M 0.01%
248,210
+74,963
1100
$8.7M 0.01%
107,998
+6,006
42 43
44
45 46