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
$87.3B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,292
New
Increased
Reduced
Closed

Top Buys

1
+$1.96B
2
+$403M
3
+$329M
4
ELV icon
Elevance Health
ELV
+$198M
5
CNI icon
Canadian National Railway
CNI
+$179M

Top Sells

1
+$2B
2
+$426M
3
+$338M
4
HD icon
Home Depot
HD
+$333M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$275M

Sector Composition

1 Financials 14.56%
2 Technology 11.86%
3 Energy 9.65%
4 Healthcare 9.59%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.62M ﹤0.01%
194,383
-21,700
2002
$2.62M ﹤0.01%
20,760
-84,426
2003
$2.62M ﹤0.01%
113,372
+41,485
2004
$2.61M ﹤0.01%
159,704
+8,661
2005
$2.61M ﹤0.01%
145,301
+8,057
2006
$2.61M ﹤0.01%
96,681
+8,739
2007
$2.6M ﹤0.01%
27,791
-3,517
2008
$2.6M ﹤0.01%
63,450
-4,639
2009
$2.6M ﹤0.01%
135,833
-23,824
2010
$2.59M ﹤0.01%
88,581
+35,939
2011
$2.58M ﹤0.01%
45,740
+13,011
2012
$2.58M ﹤0.01%
135,290
-82,350
2013
$2.58M ﹤0.01%
258,284
+151,528
2014
$2.58M ﹤0.01%
41,543
+22,454
2015
$2.58M ﹤0.01%
15,894
-2,096
2016
$2.58M ﹤0.01%
199,616
-9,124
2017
$2.57M ﹤0.01%
88,444
+13,232
2018
$2.57M ﹤0.01%
85,004
+72,554
2019
$2.57M ﹤0.01%
91,292
+5,720
2020
$2.57M ﹤0.01%
36,195
+8,792
2021
$2.57M ﹤0.01%
29,914
+1,409
2022
$2.56M ﹤0.01%
97,321
+5,257
2023
$2.56M ﹤0.01%
85,717
+27,550
2024
$2.56M ﹤0.01%
51,393
+21,923
2025
$2.56M ﹤0.01%
216,406
+122,179
79 80
81
82 83