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
1301
$5.71M 0.01%
818,446
+1,306
1302
$5.7M 0.01%
308,944
+187,492
1303
$5.7M 0.01%
118,761
+20,400
1304
$5.69M 0.01%
589,725
+84,475
1305
$5.68M 0.01%
73,986
+28,386
1306
$5.67M 0.01%
195,486
-83,639
1307
$5.66M 0.01%
150,414
+24,121
1308
$5.65M 0.01%
+343
1309
$5.63M 0.01%
211,777
-23,424
1310
$5.63M 0.01%
139,190
-36,567
1311
$5.62M 0.01%
115,773
+66,119
1312
$5.62M 0.01%
124,946
+3,033
1313
$5.6M 0.01%
287,480
+28,320
1314
$5.6M 0.01%
171,235
-33,913
1315
$5.59M 0.01%
94,034
+25,951
1316
$5.58M 0.01%
89,407
+11,343
1317
$5.58M 0.01%
311,710
-22,429
1318
$5.58M 0.01%
50,840
-9,850
1319
$5.56M 0.01%
503,054
+24,175
1320
$5.53M 0.01%
348,570
+199,643
1321
$5.52M 0.01%
+136,940
1322
$5.52M 0.01%
258,133
+2,574
1323
$5.5M 0.01%
43,337
+7,637
1324
$5.5M 0.01%
138,795
+132,479
1325
$5.49M 0.01%
44,623
-227,250
51 52
53
54 55