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
$128B
AUM Growth
-$7.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,822
New
Increased
Reduced
Closed

Top Buys

1
+$847M
2
+$833M
3
+$303M
4
MSFT icon
Microsoft
MSFT
+$278M
5
PINS icon
Pinterest
PINS
+$268M

Top Sells

1
+$1.31B
2
+$1.19B
3
+$1.1B
4
LIN icon
Linde
LIN
+$800M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$786M

Sector Composition

1 Technology 21.58%
2 Healthcare 16.28%
3 Financials 12.03%
4 Consumer Discretionary 11.91%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.38M ﹤0.01%
+112,955
2002
$2.37M ﹤0.01%
9,274
2003
$2.37M ﹤0.01%
89,064
-5,337
2004
$2.37M ﹤0.01%
50,776
+16,854
2005
$2.37M ﹤0.01%
161,145
-2,265
2006
$2.37M ﹤0.01%
68,657
-6,333
2007
$2.36M ﹤0.01%
59,209
+2,390
2008
$2.36M ﹤0.01%
30,695
+5,769
2009
$2.36M ﹤0.01%
93,492
+50,842
2010
$2.35M ﹤0.01%
31,834
-1,013
2011
$2.34M ﹤0.01%
26,081
+265
2012
$2.33M ﹤0.01%
1,100,000
2013
$2.33M ﹤0.01%
62,064
-20,748
2014
$2.33M ﹤0.01%
84,119
+18,194
2015
$2.32M ﹤0.01%
20,825
-5,390
2016
$2.31M ﹤0.01%
+62,271
2017
$2.31M ﹤0.01%
45,069
+4,101
2018
$2.31M ﹤0.01%
36,331
-2,704
2019
$2.31M ﹤0.01%
33,249
-35,221
2020
$2.3M ﹤0.01%
231,236
-66,613
2021
$2.3M ﹤0.01%
63,912
-6,458
2022
$2.3M ﹤0.01%
3,663
-1,210
2023
$2.29M ﹤0.01%
69,468
-442
2024
$2.29M ﹤0.01%
28,041
-2,463
2025
$2.29M ﹤0.01%
26,831
+6,082
79 80
81
82 83