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
1626
$3.49M ﹤0.01%
127,896
+87,486
1627
$3.49M ﹤0.01%
14,882
+6,481
1628
$3.48M ﹤0.01%
260,095
-86,617
1629
$3.48M ﹤0.01%
41,167
+582
1630
$3.48M ﹤0.01%
96,178
+4,346
1631
$3.47M ﹤0.01%
78,059
+27,612
1632
$3.47M ﹤0.01%
376,220
+121,706
1633
$3.46M ﹤0.01%
112,798
-217,970
1634
$3.45M ﹤0.01%
189,292
-135,466
1635
$3.44M ﹤0.01%
394,570
-260
1636
$3.42M ﹤0.01%
2,333
1637
$3.41M ﹤0.01%
208,449
+77,036
1638
$3.41M ﹤0.01%
21,152
-829
1639
$3.4M ﹤0.01%
52,428
+978
1640
$3.4M ﹤0.01%
56,256
+10,771
1641
$3.39M ﹤0.01%
217,102
+8,114
1642
$3.38M ﹤0.01%
155,689
-7,620
1643
$3.38M ﹤0.01%
43,203
+7,909
1644
$3.38M ﹤0.01%
342,802
+161,994
1645
$3.37M ﹤0.01%
59,944
-40,804
1646
$3.35M ﹤0.01%
198,174
+101,100
1647
$3.34M ﹤0.01%
126,783
1648
$3.34M ﹤0.01%
137,582
+928
1649
$3.33M ﹤0.01%
258,450
+52,841
1650
$3.33M ﹤0.01%
43,184
-37,299
64 65
66
67 68