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
$70.7B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,523
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$397M
3
+$305M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$227M
5
BABA icon
Alibaba
BABA
+$198M

Top Sells

1
+$1.48B
2
+$927M
3
+$762M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$245M
5
MSFT icon
Microsoft
MSFT
+$204M

Sector Composition

1 Financials 14.99%
2 Technology 14.61%
3 Healthcare 12.71%
4 Consumer Discretionary 9.11%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.36M ﹤0.01%
196,647
-118,459
2002
$1.36M ﹤0.01%
52,935
-8,795
2003
$1.36M ﹤0.01%
67,085
-12,958
2004
$1.36M ﹤0.01%
53,299
-27,716
2005
$1.36M ﹤0.01%
62,156
-20,441
2006
$1.35M ﹤0.01%
98,795
+15,703
2007
$1.35M ﹤0.01%
170,380
+67,935
2008
$1.35M ﹤0.01%
25,380
+3,479
2009
$1.35M ﹤0.01%
43,231
+4,371
2010
$1.34M ﹤0.01%
97,281
+37,104
2011
$1.34M ﹤0.01%
24,426
+4,141
2012
$1.34M ﹤0.01%
55,804
+6,740
2013
$1.33M ﹤0.01%
235,099
+117,300
2014
$1.33M ﹤0.01%
33,133
-29,932
2015
$1.33M ﹤0.01%
37,404
-7,168
2016
$1.32M ﹤0.01%
199,927
-18,450
2017
$1.32M ﹤0.01%
55,420
-10,978
2018
$1.32M ﹤0.01%
30,678
-1,674
2019
$1.32M ﹤0.01%
130,841
+69,316
2020
$1.31M ﹤0.01%
253,842
-285,601
2021
$1.31M ﹤0.01%
24,782
-112,305
2022
$1.31M ﹤0.01%
64,624
-95,129
2023
$1.31M ﹤0.01%
45,923
-9,397
2024
$1.3M ﹤0.01%
13,208
-13,003
2025
$1.3M ﹤0.01%
+66,187
79 80
81
82 83