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
1826
$2.61M ﹤0.01%
83,650
-14,453
1827
$2.6M ﹤0.01%
188,516
-10,811
1828
$2.6M ﹤0.01%
156,149
+24,927
1829
$2.59M ﹤0.01%
505
-187
1830
$2.59M ﹤0.01%
87,681
-71,784
1831
$2.58M ﹤0.01%
153,064
-111,188
1832
$2.58M ﹤0.01%
166,619
+4,269
1833
$2.58M ﹤0.01%
169,122
-173,169
1834
$2.57M ﹤0.01%
26,884
+10,154
1835
$2.57M ﹤0.01%
139,673
+64,881
1836
$2.56M ﹤0.01%
67,031
+6,155
1837
$2.56M ﹤0.01%
20,191
-126
1838
$2.56M ﹤0.01%
190,736
+12,672
1839
$2.56M ﹤0.01%
65,554
+1,853
1840
$2.56M ﹤0.01%
31,547
+9,901
1841
$2.55M ﹤0.01%
89,307
-23,740
1842
$2.55M ﹤0.01%
101,763
+15,171
1843
$2.54M ﹤0.01%
38,748
-8,253
1844
$2.54M ﹤0.01%
82,637
-31,536
1845
$2.53M ﹤0.01%
16,111
+8,495
1846
$2.52M ﹤0.01%
204,814
-71,291
1847
$2.52M ﹤0.01%
202,935
-870,677
1848
$2.52M ﹤0.01%
40,536
+3,013
1849
$2.52M ﹤0.01%
173,384
-11,651
1850
$2.5M ﹤0.01%
93,616
-5,087
72 73
74
75 76