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
$104B
AUM Growth
+$18.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,713
New
Increased
Reduced
Closed

Top Buys

1
+$1.34B
2
+$555M
3
+$389M
4
AAPL icon
Apple
AAPL
+$345M
5
WFC icon
Wells Fargo
WFC
+$248M

Top Sells

1
+$685M
2
+$590M
3
+$373M
4
CTXS
Citrix Systems Inc
CTXS
+$351M
5
BPL
Buckeye Partners, L.P.
BPL
+$253M

Sector Composition

1 Healthcare 16.19%
2 Technology 15.79%
3 Financials 13.22%
4 Consumer Discretionary 9.7%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.93M ﹤0.01%
+63,853
2002
$1.93M ﹤0.01%
+48,924
2003
$1.93M ﹤0.01%
27,467
-944
2004
$1.92M ﹤0.01%
22,206
-14,931
2005
$1.91M ﹤0.01%
924,924
-1,536
2006
$1.9M ﹤0.01%
+44,481
2007
$1.9M ﹤0.01%
48,829
+7,980
2008
$1.89M ﹤0.01%
46,996
+7,844
2009
$1.89M ﹤0.01%
+132,001
2010
$1.89M ﹤0.01%
109,213
-47,463
2011
$1.88M ﹤0.01%
24,136
+1,011
2012
$1.88M ﹤0.01%
10,792
-11,443
2013
$1.88M ﹤0.01%
53,738
+418
2014
$1.88M ﹤0.01%
29,050
-9,542
2015
$1.88M ﹤0.01%
80,294
-46,404
2016
$1.87M ﹤0.01%
56,906
+21,504
2017
$1.87M ﹤0.01%
55,872
+22,454
2018
$1.86M ﹤0.01%
29,942
+15,635
2019
$1.86M ﹤0.01%
87,601
-82,248
2020
$1.86M ﹤0.01%
33,956
+25,170
2021
$1.86M ﹤0.01%
16,907
+2,545
2022
$1.86M ﹤0.01%
42,569
+3,785
2023
$1.86M ﹤0.01%
159,712
-413,834
2024
$1.86M ﹤0.01%
178,056
+13,922
2025
$1.85M ﹤0.01%
56,729
+4,983
79 80
81
82 83