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
1451
$4.52M 0.01%
59,007
+1,826
1452
$4.51M 0.01%
88,175
-33,391
1453
$4.5M 0.01%
92,360
+1,938
1454
$4.49M 0.01%
129,621
+5,198
1455
$4.48M 0.01%
+234,298
1456
$4.48M 0.01%
51,214
+1,652
1457
$4.47M 0.01%
125,447
-92,998
1458
$4.46M 0.01%
+71,484
1459
$4.46M 0.01%
273,575
-7,949
1460
$4.45M 0.01%
14,017
-8,177
1461
$4.43M 0.01%
169,820
-31,798
1462
$4.43M 0.01%
110,780
-8,980
1463
$4.43M 0.01%
50,175
+12,257
1464
$4.4M 0.01%
44,543
-12,946
1465
$4.39M 0.01%
40,699
-5,321
1466
$4.39M 0.01%
151,796
-83,508
1467
$4.39M 0.01%
94,567
+5,991
1468
$4.39M 0.01%
505,985
+338,599
1469
$4.39M 0.01%
207,447
-426,815
1470
$4.39M 0.01%
85,210
+2,410
1471
$4.38M 0.01%
150,489
-33,867
1472
$4.38M 0.01%
1,174,428
+207,830
1473
$4.38M 0.01%
96,246
-19,034
1474
$4.38M 0.01%
125,000
+20,219
1475
$4.37M 0.01%
120,460
+26,419
57 58
59
60 61