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
1126
$8.35M 0.01%
604,102
-140,688
1127
$8.33M 0.01%
243,627
+149,127
1128
$8.31M 0.01%
74,733
-39,917
1129
$8.29M 0.01%
146,531
-1,949
1130
$8.28M 0.01%
191,279
+57,935
1131
$8.23M 0.01%
120,866
+6,019
1132
$8.23M 0.01%
426,824
+8,201
1133
$8.2M 0.01%
365,247
-9,506
1134
$8.19M 0.01%
311,324
-2,980
1135
$8.12M 0.01%
607,482
-40,141
1136
$8.1M 0.01%
309,734
+92,199
1137
$8.07M 0.01%
243,873
+28,468
1138
$8.07M 0.01%
305,678
+10,459
1139
$8.05M 0.01%
644,776
+145,354
1140
$7.98M 0.01%
121,193
-12,933
1141
$7.96M 0.01%
183,946
+115,242
1142
$7.96M 0.01%
97,813
+13,849
1143
$7.95M 0.01%
250,314
+41,598
1144
$7.94M 0.01%
135,516
+30,328
1145
$7.94M 0.01%
98,018
+32,103
1146
$7.93M 0.01%
47,261
-2,153
1147
$7.92M 0.01%
137,472
+119,517
1148
$7.9M 0.01%
+4,387
1149
$7.87M 0.01%
274,166
-186,524
1150
$7.87M 0.01%
379,332
+167,627
44 45
46
47 48