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
1851
$2.5M ﹤0.01%
100,326
-39,021
1852
$2.5M ﹤0.01%
63,854
+3,685
1853
$2.5M ﹤0.01%
63,761
-4,410
1854
$2.49M ﹤0.01%
125,769
+40,919
1855
$2.48M ﹤0.01%
76,860
-50,960
1856
$2.48M ﹤0.01%
134,047
-32,348
1857
$2.48M ﹤0.01%
108,620
+40,155
1858
$2.48M ﹤0.01%
58,182
+774
1859
$2.47M ﹤0.01%
192,765
-184,085
1860
$2.47M ﹤0.01%
95,585
+7,493
1861
$2.47M ﹤0.01%
30,859
+20,427
1862
$2.46M ﹤0.01%
2,522,826
-1,423,336
1863
$2.46M ﹤0.01%
128,812
-16,772
1864
$2.46M ﹤0.01%
65,001
-6,781
1865
$2.45M ﹤0.01%
158,387
+97,255
1866
$2.45M ﹤0.01%
117,448
-1,618
1867
$2.45M ﹤0.01%
149,209
-57,285
1868
$2.45M ﹤0.01%
119,504
-49,383
1869
$2.45M ﹤0.01%
159,669
-19,712
1870
$2.45M ﹤0.01%
201,323
+69,806
1871
$2.45M ﹤0.01%
132,180
+36,287
1872
$2.43M ﹤0.01%
78,433
-31,814
1873
$2.43M ﹤0.01%
133,986
+34,698
1874
$2.43M ﹤0.01%
192,724
+58,033
1875
$2.42M ﹤0.01%
61,070
+38,480
73 74
75
76 77