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
1551
$2.86M ﹤0.01%
67,210
+2,544
1552
$2.85M ﹤0.01%
122,522
+3,656
1553
$2.84M ﹤0.01%
69,591
-46,488
1554
$2.84M ﹤0.01%
65,265
+867
1555
$2.84M ﹤0.01%
62,794
-44,832
1556
$2.83M ﹤0.01%
135,000
1557
$2.83M ﹤0.01%
1,291,998
-210,000
1558
$2.82M ﹤0.01%
276,557
+16,929
1559
$2.81M ﹤0.01%
203,728
+20,654
1560
$2.81M ﹤0.01%
269,146
+13,768
1561
$2.8M ﹤0.01%
151,133
+3,771
1562
$2.8M ﹤0.01%
105,138
-21,729
1563
$2.79M ﹤0.01%
531,871
-93,675
1564
$2.79M ﹤0.01%
109,381
+3,181
1565
$2.79M ﹤0.01%
296,938
-18,342
1566
$2.79M ﹤0.01%
78,515
+23,848
1567
$2.79M ﹤0.01%
113,696
+2,946
1568
$2.78M ﹤0.01%
80,702
+18,998
1569
$2.78M ﹤0.01%
70,165
1570
$2.78M ﹤0.01%
108,328
+1,345
1571
$2.78M ﹤0.01%
128,789
+7,821
1572
$2.77M ﹤0.01%
18,365
-407
1573
$2.77M ﹤0.01%
36,218
-981
1574
$2.77M ﹤0.01%
319,855
-4,092
1575
$2.76M ﹤0.01%
140,476
+894
61 62
63
64 65