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
1151
$7.85M 0.01%
450,779
+16,443
1152
$7.78M 0.01%
126,484
+2,727
1153
$7.71M 0.01%
152,780
+102,343
1154
$7.7M 0.01%
455,172
+4,721
1155
$7.67M 0.01%
232,429
+62,338
1156
$7.67M 0.01%
162,942
+20,171
1157
$7.67M 0.01%
118,864
+61,357
1158
$7.63M 0.01%
325,606
+56,243
1159
$7.58M 0.01%
168,048
+72,485
1160
$7.57M 0.01%
384,462
-10,239
1161
$7.53M 0.01%
230,261
-679,898
1162
$7.51M 0.01%
69,053
+8,584
1163
$7.5M 0.01%
326,557
+4,005
1164
$7.46M 0.01%
266,219
+83,728
1165
$7.43M 0.01%
166,680
+982
1166
$7.42M 0.01%
866,197
+21,167
1167
$7.42M 0.01%
547,103
-66,877
1168
$7.38M 0.01%
212,848
-524,492
1169
$7.34M 0.01%
110,885
-1,294
1170
$7.33M 0.01%
217,532
-986,076
1171
$7.31M 0.01%
591,131
+82,393
1172
$7.28M 0.01%
189,457
-21,845
1173
$7.28M 0.01%
711,884
+353,261
1174
$7.24M 0.01%
56,529
-13,921
1175
$7.22M 0.01%
2,550
+188
45 46
47
48 49