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
$100B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,336
New
Increased
Reduced
Closed

Top Buys

1
+$326M
2
+$152M
3
+$86M
4
CMCSA icon
Comcast
CMCSA
+$79M
5
MELI icon
Mercado Libre
MELI
+$68.7M

Top Sells

1
+$351M
2
+$212M
3
+$200M
4
JPM icon
JPMorgan Chase
JPM
+$165M
5
CSCO icon
Cisco
CSCO
+$134M

Sector Composition

1 Technology 25.9%
2 Healthcare 15.8%
3 Financials 13.41%
4 Consumer Discretionary 10.06%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.63M ﹤0.01%
52,998
+2,876
2002
$1.62M ﹤0.01%
31,949
+5,666
2003
$1.62M ﹤0.01%
45,700
+29,605
2004
$1.62M ﹤0.01%
45,740
+19,557
2005
$1.61M ﹤0.01%
48,071
+4,386
2006
$1.61M ﹤0.01%
53,598
+7,411
2007
$1.61M ﹤0.01%
15,735
-3,155
2008
$1.6M ﹤0.01%
88,894
+855
2009
$1.6M ﹤0.01%
127,089
-10,252
2010
$1.59M ﹤0.01%
51,197
-45,918
2011
$1.59M ﹤0.01%
141,730
+38,583
2012
$1.59M ﹤0.01%
559,265
-33,359
2013
$1.59M ﹤0.01%
793,851
+694
2014
$1.59M ﹤0.01%
56,488
+8,740
2015
$1.59M ﹤0.01%
58,756
+24,667
2016
$1.58M ﹤0.01%
61,888
+3,675
2017
$1.58M ﹤0.01%
159,272
+13,878
2018
$1.58M ﹤0.01%
44,916
+3,165
2019
$1.57M ﹤0.01%
52,972
+546
2020
$1.57M ﹤0.01%
277,428
+76,684
2021
$1.56M ﹤0.01%
90,702
+26,750
2022
$1.56M ﹤0.01%
39,348
+2,499
2023
$1.55M ﹤0.01%
137,347
+7,550
2024
$1.55M ﹤0.01%
88,813
+14,313
2025
$1.55M ﹤0.01%
43,772
+4,197
79 80
81
82 83