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
1251
$6.33M 0.01%
56,444
+2,147
1252
$6.32M 0.01%
248,016
+185,946
1253
$6.31M 0.01%
270,849
+140,601
1254
$6.27M 0.01%
216,427
-219,097
1255
$6.24M 0.01%
134,778
+55,077
1256
$6.21M 0.01%
102,096
+12,406
1257
$6.21M 0.01%
3,341,563
+631,182
1258
$6.2M 0.01%
112,306
-20,962
1259
$6.18M 0.01%
239,100
-12,497
1260
$6.18M 0.01%
165,656
+40,652
1261
$6.16M 0.01%
171,696
+21,994
1262
$6.16M 0.01%
835,260
+8,708
1263
$6.11M 0.01%
331,003
-151,237
1264
$6.1M 0.01%
126,278
+41,724
1265
$6.09M 0.01%
183,613
+10,164
1266
$6.08M 0.01%
142,259
+40,575
1267
$6.08M 0.01%
482,830
-398,487
1268
$6.05M 0.01%
147,720
+43,457
1269
$6.05M 0.01%
261,059
+174,415
1270
$6.04M 0.01%
230,561
-144,260
1271
$6.04M 0.01%
165,536
+80,264
1272
$5.97M 0.01%
696,632
+161,957
1273
$5.97M 0.01%
220,086
+204,024
1274
$5.96M 0.01%
198,593
-4,319,493
1275
$5.95M 0.01%
207,752
+73,237
49 50
51
52 53