CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$1.5M ﹤0.01%
38,550
+1,686
1952
$1.5M ﹤0.01%
44,903
+509
1953
$1.5M ﹤0.01%
10,361
-422
1954
$1.49M ﹤0.01%
25,527
-324
1955
$1.48M ﹤0.01%
42,012
+685
1956
$1.48M ﹤0.01%
20,330
+1,322
1957
$1.48M ﹤0.01%
17,365
+175
1958
$1.47M ﹤0.01%
18,398
+3,389
1959
$1.47M ﹤0.01%
43,943
+472
1960
$1.47M ﹤0.01%
91,134
-620
1961
$1.46M ﹤0.01%
199,310
-9,280
1962
$1.46M ﹤0.01%
76,868
-70,814
1963
$1.46M ﹤0.01%
81,465
+8,110
1964
$1.46M ﹤0.01%
46,615
+283
1965
$1.45M ﹤0.01%
68,006
+3,860
1966
$1.45M ﹤0.01%
48,070
+598
1967
$1.45M ﹤0.01%
57,708
+808
1968
$1.45M ﹤0.01%
66,159
+19,425
1969
$1.44M ﹤0.01%
64,508
+6,497
1970
$1.44M ﹤0.01%
191,026
+41,220
1971
$1.44M ﹤0.01%
114,053
+3,527
1972
$1.44M ﹤0.01%
27,768
+3,853
1973
$1.44M ﹤0.01%
24,102
+2,490
1974
$1.43M ﹤0.01%
128,622
1975
$1.43M ﹤0.01%
25,330
+1,436
77 78
79
80 81