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
1876
$2.41M ﹤0.01%
68,495
+44,903
1877
$2.39M ﹤0.01%
221,942
-38,676
1878
$2.39M ﹤0.01%
137,618
+98,982
1879
$2.38M ﹤0.01%
144,526
+22,548
1880
$2.37M ﹤0.01%
298,900
+108,278
1881
$2.36M ﹤0.01%
382,414
+11,306
1882
$2.35M ﹤0.01%
171,100
+80,694
1883
$2.35M ﹤0.01%
290,931
+119,448
1884
$2.35M ﹤0.01%
159,301
+116,810
1885
$2.35M ﹤0.01%
119,605
+69,290
1886
$2.35M ﹤0.01%
99,739
+24,882
1887
$2.34M ﹤0.01%
19,942
+16,371
1888
$2.34M ﹤0.01%
43,807
+9,845
1889
$2.33M ﹤0.01%
158,308
+37,775
1890
$2.33M ﹤0.01%
100,266
-8,812
1891
$2.33M ﹤0.01%
47,550
+15,443
1892
$2.33M ﹤0.01%
68,953
+16,952
1893
$2.33M ﹤0.01%
237,957
-18,016
1894
$2.32M ﹤0.01%
66,082
+31,880
1895
$2.31M ﹤0.01%
316,295
+272,904
1896
$2.31M ﹤0.01%
35,202
-3,604
1897
$2.31M ﹤0.01%
33,286
-881
1898
$2.31M ﹤0.01%
92,442
+30,084
1899
$2.31M ﹤0.01%
41,113
-8,859
1900
$2.3M ﹤0.01%
20,136
+498
74 75
76
77 78