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
1676
$3.23M ﹤0.01%
203,092
+1,755
1677
$3.22M ﹤0.01%
140,984
+91,707
1678
$3.21M ﹤0.01%
16
1679
$3.21M ﹤0.01%
38,114
+1,143
1680
$3.21M ﹤0.01%
182,577
-2,051
1681
$3.2M ﹤0.01%
117,087
-12,348
1682
$3.19M ﹤0.01%
96,920
+15,420
1683
$3.19M ﹤0.01%
157,703
+2,576
1684
$3.19M ﹤0.01%
95,317
+22,938
1685
$3.18M ﹤0.01%
299,843
-652
1686
$3.17M ﹤0.01%
99,923
+8,536
1687
$3.17M ﹤0.01%
87,350
-24,323
1688
$3.17M ﹤0.01%
236,876
-8,016
1689
$3.17M ﹤0.01%
206,341
-90,966
1690
$3.16M ﹤0.01%
254,300
+173,846
1691
$3.16M ﹤0.01%
411,992
+314,823
1692
$3.15M ﹤0.01%
43,402
-13,592
1693
$3.15M ﹤0.01%
37,618
+858
1694
$3.15M ﹤0.01%
312,986
-168,300
1695
$3.14M ﹤0.01%
90,415
+60,811
1696
$3.11M ﹤0.01%
1,161,663
+128,413
1697
$3.1M ﹤0.01%
201,270
+119,124
1698
$3.1M ﹤0.01%
46,669
+9,854
1699
$3.09M ﹤0.01%
101,878
-57,392
1700
$3.08M ﹤0.01%
70,582
+64,442
66 67
68
69 70