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
$134B
AUM Growth
+$23.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,686
New
Increased
Reduced
Closed

Top Buys

1
+$769M
2
+$761M
3
+$708M
4
TSLA icon
Tesla
TSLA
+$656M
5
AMZN icon
Amazon
AMZN
+$399M

Top Sells

1
+$571M
2
+$324M
3
+$260M
4
BAC icon
Bank of America
BAC
+$222M
5
ETFC
E*Trade Financial Corporation
ETFC
+$205M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.31%
3 Healthcare 14.06%
4 Communication Services 10.76%
5 Financials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.18M ﹤0.01%
78,261
+14,288
2002
$2.18M ﹤0.01%
84,996
+17,082
2003
$2.18M ﹤0.01%
200,712
+28,159
2004
$2.18M ﹤0.01%
107,785
+97,723
2005
$2.18M ﹤0.01%
+100,614
2006
$2.18M ﹤0.01%
68,782
-160,311
2007
$2.18M ﹤0.01%
+40,631
2008
$2.17M ﹤0.01%
94,938
+9,384
2009
$2.17M ﹤0.01%
16,870
+3,591
2010
$2.16M ﹤0.01%
70,973
+13,813
2011
$2.16M ﹤0.01%
58,311
+17,899
2012
$2.15M ﹤0.01%
161,583
+126,192
2013
$2.15M ﹤0.01%
111,723
+6,067
2014
$2.15M ﹤0.01%
49,531
-26,030
2015
$2.15M ﹤0.01%
52,233
+9,307
2016
$2.14M ﹤0.01%
+50,750
2017
$2.14M ﹤0.01%
30,810
+3,036
2018
$2.14M ﹤0.01%
82,451
-912,963
2019
$2.14M ﹤0.01%
65,505
-12,561
2020
$2.14M ﹤0.01%
57,015
+41,937
2021
$2.14M ﹤0.01%
26,197
-1,653
2022
$2.13M ﹤0.01%
252,578
+85,435
2023
$2.13M ﹤0.01%
+51,223
2024
$2.12M ﹤0.01%
279,908
+3,437
2025
$2.12M ﹤0.01%
119,153
+15,800
79 80
81
82 83