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
1426
$4.66M 0.01%
183,379
+36,652
1427
$4.66M 0.01%
1,286,576
+136,245
1428
$4.65M 0.01%
173,341
+148,781
1429
$4.65M 0.01%
114,094
+74,580
1430
$4.64M 0.01%
181,202
+48,258
1431
$4.64M 0.01%
389,622
+17,826
1432
$4.64M 0.01%
125,488
-3,820
1433
$4.63M 0.01%
76,583
-81,146
1434
$4.62M 0.01%
5,549
+265
1435
$4.6M 0.01%
133,707
-98,671
1436
$4.59M 0.01%
706,824
+40,250
1437
$4.59M 0.01%
381,311
+146,559
1438
$4.59M 0.01%
64,000
+50,000
1439
$4.58M 0.01%
51,847
-8,367
1440
$4.58M 0.01%
92,342
-2,910
1441
$4.58M 0.01%
84,241
-61,443
1442
$4.57M 0.01%
172,583
+12,034
1443
$4.57M 0.01%
118,579
-38,719
1444
$4.57M 0.01%
308,007
+22,488
1445
$4.56M 0.01%
51,059
-9,216
1446
$4.55M 0.01%
81,524
+55,551
1447
$4.55M 0.01%
247,205
-71,474
1448
$4.54M 0.01%
43,447
+2,274
1449
$4.53M 0.01%
+200,000
1450
$4.53M 0.01%
127,943
-87,664
56 57
58
59 60