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
$85.4B
AUM Growth
+$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,627
New
Increased
Reduced
Closed

Top Buys

1
+$1.05B
2
+$949M
3
+$813M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$546M
5
LIN icon
Linde
LIN
+$379M

Top Sells

1
+$331M
2
+$331M
3
+$313M
4
FE icon
FirstEnergy
FE
+$278M
5
BX icon
Blackstone
BX
+$277M

Sector Composition

1 Healthcare 16.09%
2 Technology 14.95%
3 Financials 12.92%
4 Consumer Discretionary 8.95%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.62M ﹤0.01%
30,624
+994
2002
$1.61M ﹤0.01%
121,442
+14,642
2003
$1.61M ﹤0.01%
86,315
+32,524
2004
$1.61M ﹤0.01%
44,324
+304
2005
$1.61M ﹤0.01%
50,066
+5,667
2006
$1.61M ﹤0.01%
33,616
+6,205
2007
$1.6M ﹤0.01%
92,634
-34,873
2008
$1.6M ﹤0.01%
35,226
+8,336
2009
$1.6M ﹤0.01%
66,204
+2,670
2010
$1.6M ﹤0.01%
+56,700
2011
$1.59M ﹤0.01%
26,736
+736
2012
$1.59M ﹤0.01%
81,350
+611
2013
$1.59M ﹤0.01%
36,945
-30,285
2014
$1.58M ﹤0.01%
+35,378
2015
$1.58M ﹤0.01%
174,182
+55,530
2016
$1.58M ﹤0.01%
86,119
+12,553
2017
$1.58M ﹤0.01%
177,398
+51,945
2018
$1.58M ﹤0.01%
71,099
+2,205
2019
$1.58M ﹤0.01%
80,564
+23,449
2020
$1.58M ﹤0.01%
57,784
-9,802
2021
$1.57M ﹤0.01%
16,218
-1,045
2022
$1.57M ﹤0.01%
16,288
+4,318
2023
$1.57M ﹤0.01%
95,803
+11,324
2024
$1.57M ﹤0.01%
79,806
+37,308
2025
$1.57M ﹤0.01%
142,698
-880,578
79 80
81
82 83