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
$135B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,739
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$1B
3
+$512M
4
DBX icon
Dropbox
DBX
+$343M
5
FERG icon
Ferguson
FERG
+$258M

Top Sells

1
+$1.09B
2
+$771M
3
+$764M
4
AAPL icon
Apple
AAPL
+$745M
5
MSFT icon
Microsoft
MSFT
+$532M

Sector Composition

1 Technology 19.66%
2 Healthcare 15.26%
3 Consumer Discretionary 12.76%
4 Financials 11.57%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.27M ﹤0.01%
57,391
-13,742
2002
$2.26M ﹤0.01%
23,374
-1,692
2003
$2.25M ﹤0.01%
54,533
-30,041
2004
$2.24M ﹤0.01%
468,900
-21,941
2005
$2.24M ﹤0.01%
61,795
-20,801
2006
$2.22M ﹤0.01%
30,857
+3,682
2007
$2.22M ﹤0.01%
78,903
-30,898
2008
$2.22M ﹤0.01%
76,730
+15,220
2009
$2.21M ﹤0.01%
+44,062
2010
$2.21M ﹤0.01%
32,552
+27,372
2011
$2.21M ﹤0.01%
71,038
+6,606
2012
$2.2M ﹤0.01%
222,766
-2,208
2013
$2.2M ﹤0.01%
55,534
-13,355
2014
$2.2M ﹤0.01%
9,274
+578
2015
$2.2M ﹤0.01%
62,289
-69,875
2016
$2.2M ﹤0.01%
38,833
+2,463
2017
$2.2M ﹤0.01%
36,349
+19,185
2018
$2.2M ﹤0.01%
260,254
+98,734
2019
$2.2M ﹤0.01%
13,184
-3,686
2020
$2.19M ﹤0.01%
41,818
-702
2021
$2.18M ﹤0.01%
197,887
+5,142
2022
$2.18M ﹤0.01%
71,679
-24,299
2023
$2.18M ﹤0.01%
56,819
-14,068
2024
$2.17M ﹤0.01%
48,228
-14,394
2025
$2.17M ﹤0.01%
24,970
-12,034
79 80
81
82 83