CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$2.98M ﹤0.01%
146,564
-4,892
1527
$2.98M ﹤0.01%
470,803
-9,760
1528
$2.97M ﹤0.01%
426,993
+9,866
1529
$2.96M ﹤0.01%
400,113
-7,427
1530
$2.96M ﹤0.01%
72,214
+19,156
1531
$2.96M ﹤0.01%
100,000
1532
$2.95M ﹤0.01%
109,656
+1,899
1533
$2.95M ﹤0.01%
46,228
+887
1534
$2.95M ﹤0.01%
90,669
-21,385
1535
$2.94M ﹤0.01%
119,317
+2,046
1536
$2.94M ﹤0.01%
51,996
+1,497
1537
$2.93M ﹤0.01%
47,940
+477
1538
$2.93M ﹤0.01%
44,037
+519
1539
$2.93M ﹤0.01%
68,270
+6,532
1540
$2.9M ﹤0.01%
177,569
-11,168
1541
$2.9M ﹤0.01%
68,398
+3,463
1542
$2.88M ﹤0.01%
36,603
+1,957
1543
$2.88M ﹤0.01%
46,154
+317
1544
$2.87M ﹤0.01%
235,080
+32,956
1545
$2.87M ﹤0.01%
122,511
-5,581
1546
$2.87M ﹤0.01%
70,648
+656
1547
$2.87M ﹤0.01%
36,388
+10
1548
$2.87M ﹤0.01%
153,498
+67
1549
$2.87M ﹤0.01%
141,423
+14,544
1550
$2.86M ﹤0.01%
36,215
+1,180
60 61
62
63 64