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
1651
$3.33M ﹤0.01%
128,457
+110,817
1652
$3.32M ﹤0.01%
48,424
-6,820
1653
$3.31M ﹤0.01%
101,455
-968
1654
$3.31M ﹤0.01%
16,370
+4,216
1655
$3.3M ﹤0.01%
101,494
-26,539
1656
$3.3M ﹤0.01%
260,285
-7,663
1657
$3.3M ﹤0.01%
49,181
-3,644
1658
$3.3M ﹤0.01%
72,049
-72,408
1659
$3.3M ﹤0.01%
69,153
+12,545
1660
$3.29M ﹤0.01%
78,426
-86,605
1661
$3.29M ﹤0.01%
257,560
+117,553
1662
$3.29M ﹤0.01%
124,443
+8,589
1663
$3.28M ﹤0.01%
105,801
-34,144
1664
$3.28M ﹤0.01%
141,807
+114,733
1665
$3.28M ﹤0.01%
71,433
+36,898
1666
$3.27M ﹤0.01%
58,277
-85,966
1667
$3.25M ﹤0.01%
40,908
-23,297
1668
$3.25M ﹤0.01%
141,412
+31,419
1669
$3.25M ﹤0.01%
132,249
-7,190
1670
$3.25M ﹤0.01%
29,102
+2,461
1671
$3.24M ﹤0.01%
315,102
1672
$3.24M ﹤0.01%
70,764
+14,787
1673
$3.24M ﹤0.01%
359,249
-103,886
1674
$3.23M ﹤0.01%
168,941
-122,058
1675
$3.23M ﹤0.01%
8,478
+199
65 66
67
68 69