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
$76.1B
AUM Growth
-$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,742
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$241M
3
+$223M
4
T icon
AT&T
T
+$189M
5
UBS icon
UBS Group
UBS
+$152M

Top Sells

1
+$739M
2
+$736M
3
+$713M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$502M
5
TEL icon
TE Connectivity
TEL
+$458M

Sector Composition

1 Technology 14.83%
2 Financials 14.26%
3 Healthcare 13.6%
4 Consumer Discretionary 9.82%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.95M ﹤0.01%
26,305
+4,470
2002
$1.95M ﹤0.01%
50,477
-1,138
2003
$1.95M ﹤0.01%
33,551
-4,595
2004
$1.95M ﹤0.01%
9,390
-4,401
2005
$1.95M ﹤0.01%
32,899
-10,509
2006
$1.95M ﹤0.01%
89,924
-14,422
2007
$1.95M ﹤0.01%
38,113
-31,898
2008
$1.94M ﹤0.01%
32,898
-3,778
2009
$1.94M ﹤0.01%
92,471
-1,642
2010
$1.94M ﹤0.01%
82,258
+4,567
2011
$1.94M ﹤0.01%
23,155
+6,999
2012
$1.94M ﹤0.01%
19,541
-42,181
2013
$1.93M ﹤0.01%
68,517
-4,222
2014
$1.93M ﹤0.01%
27,598
-7,464
2015
$1.93M ﹤0.01%
16,700
+5,257
2016
$1.93M ﹤0.01%
144,053
+64,241
2017
$1.93M ﹤0.01%
70,362
-47,654
2018
$1.93M ﹤0.01%
37,629
-1,692
2019
$1.92M ﹤0.01%
46,978
-2,380
2020
$1.92M ﹤0.01%
190,145
-44,173
2021
$1.92M ﹤0.01%
125,653
-4,770
2022
$1.91M ﹤0.01%
78,118
-11,262
2023
$1.91M ﹤0.01%
105,683
-34,987
2024
$1.91M ﹤0.01%
9,201
-1,603
2025
$1.91M ﹤0.01%
40,062
-11,477
79 80
81
82 83