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
1351
$5.25M 0.01%
47,611
-6,159
1352
$5.23M 0.01%
122,249
+4,460
1353
$5.23M 0.01%
+16,254
1354
$5.22M 0.01%
103,551
-13,883
1355
$5.2M 0.01%
55,624
+1,217
1356
$5.18M 0.01%
64,463
+11,534
1357
$5.16M 0.01%
69,104
+11,723
1358
$5.15M 0.01%
106,106
+93,829
1359
$5.13M 0.01%
57,835
-88,535
1360
$5.12M 0.01%
163,445
+8,855
1361
$5.11M 0.01%
107,223
+56,374
1362
$5.09M 0.01%
188,199
+2,534
1363
$5.09M 0.01%
89,519
-7,425
1364
$5.08M 0.01%
223,904
+128,092
1365
$5.08M 0.01%
714,705
+52,664
1366
$5.08M 0.01%
330,392
+14,120
1367
$5.07M 0.01%
351,646
+89,515
1368
$5.07M 0.01%
350,100
-57,605
1369
$5.04M 0.01%
55,049
-3,948
1370
$5.03M 0.01%
261,949
+216,005
1371
$5.03M 0.01%
97,688
+62,934
1372
$5.03M 0.01%
193,600
1373
$5.03M 0.01%
76,140
-17,643
1374
$5.02M 0.01%
25,779
+6,262
1375
$5.02M 0.01%
167,053
-78,393
53 54
55
56 57