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
$83.6B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$792M
3
+$216M
4
MSFT icon
Microsoft
MSFT
+$184M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$136M

Top Sells

1
+$288M
2
+$251M
3
+$246M
4
AABA
Altaba Inc
AABA
+$207M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$137M

Sector Composition

1 Technology 15.17%
2 Healthcare 14.14%
3 Financials 13.66%
4 Industrials 9.97%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.62M ﹤0.01%
67,695
-80,484
2002
$1.62M ﹤0.01%
19,515
-7,494
2003
$1.62M ﹤0.01%
89,576
-35,392
2004
$1.62M ﹤0.01%
32,609
-49,553
2005
$1.62M ﹤0.01%
25,643
-7,908
2006
$1.61M ﹤0.01%
83,092
-36,184
2007
$1.61M ﹤0.01%
36,305
-7,347
2008
$1.61M ﹤0.01%
83,443
-8,671
2009
$1.61M ﹤0.01%
18,442
-6,786
2010
$1.6M ﹤0.01%
37,661
+1,406
2011
$1.6M ﹤0.01%
+15,437
2012
$1.6M ﹤0.01%
7,797
+2,819
2013
$1.6M ﹤0.01%
21,418
+3,153
2014
$1.6M ﹤0.01%
28,788
-6,611
2015
$1.59M ﹤0.01%
53,423
-10,480
2016
$1.59M ﹤0.01%
104,114
-6,628
2017
$1.59M ﹤0.01%
57,509
-15,775
2018
$1.59M ﹤0.01%
82,739
+10,843
2019
$1.59M ﹤0.01%
95,841
-39,057
2020
$1.59M ﹤0.01%
33,638
-5,448
2021
$1.58M ﹤0.01%
110,778
+35,721
2022
$1.57M ﹤0.01%
44,572
-46,950
2023
$1.57M ﹤0.01%
32,352
-1,661
2024
$1.57M ﹤0.01%
62,143
-371,425
2025
$1.56M ﹤0.01%
30,634
-10,192
79 80
81
82 83