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
$87.3B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,292
New
Increased
Reduced
Closed

Top Buys

1
+$1.96B
2
+$403M
3
+$329M
4
ELV icon
Elevance Health
ELV
+$198M
5
CNI icon
Canadian National Railway
CNI
+$179M

Top Sells

1
+$2B
2
+$426M
3
+$338M
4
HD icon
Home Depot
HD
+$333M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$275M

Sector Composition

1 Financials 14.56%
2 Technology 11.86%
3 Energy 9.65%
4 Healthcare 9.59%
5 Industrials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.55M ﹤0.01%
256,296
+106,936
2027
$2.54M ﹤0.01%
287,252
+65,380
2028
$2.54M ﹤0.01%
452,039
+199,416
2029
$2.54M ﹤0.01%
73,711
-369,302
2030
$2.54M ﹤0.01%
105,674
+19,484
2031
$2.53M ﹤0.01%
70,664
-42,816
2032
$2.53M ﹤0.01%
752,877
+568,755
2033
$2.53M ﹤0.01%
526,766
-102,746
2034
$2.53M ﹤0.01%
71,971
+12,696
2035
$2.52M ﹤0.01%
+48,836
2036
$2.52M ﹤0.01%
62,402
+18,787
2037
$2.52M ﹤0.01%
171,411
+30,727
2038
$2.52M ﹤0.01%
65,346
+50,107
2039
$2.51M ﹤0.01%
104,608
+938
2040
$2.51M ﹤0.01%
57,062
+44,142
2041
$2.51M ﹤0.01%
197,143
+78,876
2042
$2.51M ﹤0.01%
238,407
-7,448
2043
$2.5M ﹤0.01%
206,461
-14,257
2044
$2.5M ﹤0.01%
73,255
+19,343
2045
$2.5M ﹤0.01%
47,970
+24,416
2046
$2.49M ﹤0.01%
102,640
+51,011
2047
$2.49M ﹤0.01%
72,847
-9,229
2048
$2.49M ﹤0.01%
124,896
+45,195
2049
$2.49M ﹤0.01%
42,960
+10,451
2050
$2.48M ﹤0.01%
55,000
80 81
82
83 84