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
$98B
AUM Growth
-$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,235
New
Increased
Reduced
Closed

Top Buys

1
+$579M
2
+$101M
3
+$100M
4
AMZN icon
Amazon
AMZN
+$97M
5
AAPL icon
Apple
AAPL
+$91.6M

Top Sells

1
+$330M
2
+$308M
3
+$267M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M
5
MELI icon
Mercado Libre
MELI
+$182M

Sector Composition

1 Technology 25.3%
2 Healthcare 15.06%
3 Financials 13.79%
4 Consumer Discretionary 10.02%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.4M ﹤0.01%
14,801
-934
2002
$1.4M ﹤0.01%
93,251
-14,774
2003
$1.4M ﹤0.01%
50,692
-2,906
2004
$1.4M ﹤0.01%
57,717
-28,401
2005
$1.4M ﹤0.01%
145,004
+2,789
2006
$1.39M ﹤0.01%
270,864
+2,419
2007
$1.39M ﹤0.01%
656,570
-44,343
2008
$1.39M ﹤0.01%
65,828
-2,594
2009
$1.39M ﹤0.01%
13,175
-1,026
2010
$1.39M ﹤0.01%
71,845
-159
2011
$1.39M ﹤0.01%
126,511
-3,839
2012
$1.39M ﹤0.01%
65,307
+1,205
2013
$1.39M ﹤0.01%
47,284
-1,437
2014
$1.39M ﹤0.01%
33,241
-797
2015
$1.38M ﹤0.01%
90,463
-3,593
2016
$1.38M ﹤0.01%
14,355
-823
2017
$1.38M ﹤0.01%
44,310
+290
2018
$1.37M ﹤0.01%
125,403
-374,003
2019
$1.37M ﹤0.01%
267,668
-9,760
2020
$1.36M ﹤0.01%
34,342
+1,943
2021
$1.36M ﹤0.01%
364,506
-17,851
2022
$1.36M ﹤0.01%
75,889
-2,555
2023
$1.36M ﹤0.01%
14,849
+395
2024
$1.36M ﹤0.01%
54,842
-1,646
2025
$1.36M ﹤0.01%
212,745
-44,021
79 80
81
82 83