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
1376
$5M 0.01%
386,720
-150,970
1377
$4.99M 0.01%
733,842
+631,814
1378
$4.98M 0.01%
266,134
+179,290
1379
$4.97M 0.01%
781,036
+555,124
1380
$4.97M 0.01%
176,660
-139,835
1381
$4.96M 0.01%
211,377
+66,156
1382
$4.96M 0.01%
17,647
+171
1383
$4.94M 0.01%
503,974
+142,165
1384
$4.93M 0.01%
186,406
-134,070
1385
$4.92M 0.01%
59,376
+513
1386
$4.92M 0.01%
1,274,675
+66,801
1387
$4.92M 0.01%
45,413
+18,357
1388
$4.92M 0.01%
34,522
+26,647
1389
$4.91M 0.01%
161,568
-1,693
1390
$4.91M 0.01%
122,372
-41,205
1391
$4.9M 0.01%
216,163
+23,397
1392
$4.89M 0.01%
347,840
-402,922
1393
$4.89M 0.01%
183,627
+9,280
1394
$4.89M 0.01%
239,017
-5,525
1395
$4.88M 0.01%
67,301
+2,841
1396
$4.86M 0.01%
177,089
+30,904
1397
$4.85M 0.01%
1,021,560
-73,128
1398
$4.84M 0.01%
189,665
-204,885
1399
$4.84M 0.01%
436,472
+36,679
1400
$4.83M 0.01%
367,018
+210,942
54 55
56
57 58