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
$108B
AUM Growth
+$20.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,615
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$1.08B
3
+$1.05B
4
OTIS icon
Otis Worldwide
OTIS
+$576M
5
TCOM icon
Trip.com Group
TCOM
+$538M

Top Sells

1
+$1.9B
2
+$993M
3
+$639M
4
MCK icon
McKesson
MCK
+$342M
5
V icon
Visa
V
+$339M

Sector Composition

1 Technology 22.32%
2 Healthcare 14.29%
3 Consumer Discretionary 11.71%
4 Financials 11.34%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.48M ﹤0.01%
21,423
+20,112
2002
$1.48M ﹤0.01%
34,611
+10,818
2003
$1.47M ﹤0.01%
64,098
+6,501
2004
$1.47M ﹤0.01%
76,704
-40,840
2005
$1.47M ﹤0.01%
77,110
-3,434
2006
$1.47M ﹤0.01%
143,633
2007
$1.47M ﹤0.01%
79,682
+35,074
2008
$1.47M ﹤0.01%
+140,746
2009
$1.46M ﹤0.01%
147,801
-129,198
2010
$1.46M ﹤0.01%
20,703
-541
2011
$1.46M ﹤0.01%
47,109
+16,897
2012
$1.46M ﹤0.01%
34,835
+4,583
2013
$1.45M ﹤0.01%
93,790
-1,409
2014
$1.45M ﹤0.01%
86,320
-4,347
2015
$1.45M ﹤0.01%
149,626
-176,553
2016
$1.45M ﹤0.01%
21,301
+14
2017
$1.45M ﹤0.01%
41,683
+12,779
2018
$1.45M ﹤0.01%
10,366
2019
$1.45M ﹤0.01%
57,404
-8,894
2020
$1.45M ﹤0.01%
58,602
-10,677
2021
$1.45M ﹤0.01%
95,314
-357,118
2022
$1.44M ﹤0.01%
112,866
-34,079
2023
$1.44M ﹤0.01%
61,405
+11,356
2024
$1.44M ﹤0.01%
32,314
+20,811
2025
$1.43M ﹤0.01%
58,791
+2,795
79 80
81
82 83