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
$88.7B
AUM Growth
-$12.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,412
New
Increased
Reduced
Closed

Top Buys

1
+$595M
2
+$381M
3
+$337M
4
CSCO icon
Cisco
CSCO
+$320M
5
CCI icon
Crown Castle
CCI
+$306M

Top Sells

1
+$1.16B
2
+$670M
3
+$514M
4
LVLT
Level 3 Communications Inc
LVLT
+$362M
5
AAPL icon
Apple
AAPL
+$313M

Sector Composition

1 Healthcare 12.19%
2 Financials 11.99%
3 Technology 11.82%
4 Energy 8.82%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.16M ﹤0.01%
73,720
-709,262
2002
$2.16M ﹤0.01%
43,461
-5,389
2003
$2.16M ﹤0.01%
42,202
-11,071
2004
$2.15M ﹤0.01%
88,944
+11,628
2005
$2.15M ﹤0.01%
17,824
-12,361
2006
$2.14M ﹤0.01%
75,106
-689,541
2007
$2.13M ﹤0.01%
40,691
-9,365
2008
$2.13M ﹤0.01%
48,736
+36,323
2009
$2.13M ﹤0.01%
124,845
-33,001
2010
$2.13M ﹤0.01%
797,811
-102,436
2011
$2.13M ﹤0.01%
70,840
+49,884
2012
$2.13M ﹤0.01%
39,367
-10,224
2013
$2.13M ﹤0.01%
+438,170
2014
$2.12M ﹤0.01%
83,371
-23,964
2015
$2.12M ﹤0.01%
88,622
+25,833
2016
$2.12M ﹤0.01%
146,504
-15,560
2017
$2.12M ﹤0.01%
46,157
+16,564
2018
$2.12M ﹤0.01%
33,703
-3,749
2019
$2.12M ﹤0.01%
46,718
-1,096
2020
$2.11M ﹤0.01%
504,053
+299,100
2021
$2.11M ﹤0.01%
77,420
+24,135
2022
$2.11M ﹤0.01%
152,310
+25,916
2023
$2.11M ﹤0.01%
81,791
+61,045
2024
$2.1M ﹤0.01%
44,751
+39,442
2025
$2.1M ﹤0.01%
188,915
-44,377
79 80
81
82 83