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
1226
$6.58M 0.01%
230,156
+89,048
1227
$6.58M 0.01%
226,863
-235
1228
$6.55M 0.01%
73,882
-7,252
1229
$6.55M 0.01%
102,313
+4,531
1230
$6.54M 0.01%
280,066
+24,865
1231
$6.53M 0.01%
1,072,111
+335,214
1232
$6.51M 0.01%
126,087
+3,254
1233
$6.5M 0.01%
391,354
+69,415
1234
$6.49M 0.01%
272,866
-210,031
1235
$6.49M 0.01%
62,488
+1,409
1236
$6.48M 0.01%
1,705,729
-292,151
1237
$6.47M 0.01%
68,709
-10,563
1238
$6.47M 0.01%
295,296
+244,353
1239
$6.46M 0.01%
259,985
-6,160
1240
$6.45M 0.01%
63,046
-126,798
1241
$6.44M 0.01%
232,486
-64,432
1242
$6.42M 0.01%
206,311
-48,730
1243
$6.42M 0.01%
104,406
-29,412
1244
$6.41M 0.01%
106,892
+29,362
1245
$6.4M 0.01%
551,080
-258,163
1246
$6.4M 0.01%
228,811
+104,568
1247
$6.39M 0.01%
201,881
-17,614
1248
$6.36M 0.01%
81,090
-15,510
1249
$6.35M 0.01%
1,983,682
-791,559
1250
$6.33M 0.01%
225,089
+11,273
48 49
50
51 52