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
$124B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1
+$414M
2
+$171M
3
+$135M
4
HAL icon
Halliburton
HAL
+$111M
5
PXD
Pioneer Natural Resource Co.
PXD
+$102M

Top Sells

1
+$861M
2
+$333M
3
+$307M
4
BABA icon
Alibaba
BABA
+$305M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$270M

Sector Composition

1 Technology 23.84%
2 Healthcare 15.65%
3 Financials 12.54%
4 Consumer Discretionary 10.89%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.29M ﹤0.01%
92,268
+1,259
2002
$2.29M ﹤0.01%
+20,000
2003
$2.27M ﹤0.01%
68,050
-374
2004
$2.27M ﹤0.01%
56,641
-3,727
2005
$2.27M ﹤0.01%
31,733
+3,387
2006
$2.26M ﹤0.01%
110,361
+93,158
2007
$2.26M ﹤0.01%
67,153
+2,285
2008
$2.26M ﹤0.01%
74,719
-2,194
2009
$2.25M ﹤0.01%
122,679
+580
2010
$2.24M ﹤0.01%
18,908
+1,284
2011
$2.23M ﹤0.01%
44,297
+6,608
2012
$2.22M ﹤0.01%
36,136
+3,835
2013
$2.22M ﹤0.01%
61,287
+1,767
2014
$2.22M ﹤0.01%
97,264
-72,979
2015
$2.22M ﹤0.01%
55,234
-2,158
2016
$2.21M ﹤0.01%
265,675
-526
2017
$2.21M ﹤0.01%
46,030
+7,244
2018
$2.21M ﹤0.01%
459,278
+37,855
2019
$2.19M ﹤0.01%
44,440
-8,430
2020
$2.19M ﹤0.01%
50,437
-1,402
2021
$2.19M ﹤0.01%
46,905
+1,637
2022
$2.18M ﹤0.01%
155,182
+3,493
2023
$2.18M ﹤0.01%
47,472
-21,586
2024
$2.18M ﹤0.01%
10,767
-1,658
2025
$2.18M ﹤0.01%
58,794
+9,918
79 80
81
82 83