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
$83.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$681M
2
+$527M
3
+$277M
4
WMB icon
Williams Companies
WMB
+$257M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$251M

Top Sells

1
+$552M
2
+$500M
3
+$369M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$244M
5
UBS icon
UBS Group
UBS
+$242M

Sector Composition

1 Financials 16.14%
2 Healthcare 12.21%
3 Technology 11.89%
4 Consumer Discretionary 8.13%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.89M ﹤0.01%
61,312
+12,868
2027
$1.89M ﹤0.01%
25,727
-7,333
2028
$1.89M ﹤0.01%
184,887
+49,883
2029
$1.89M ﹤0.01%
73,397
-147,129
2030
$1.89M ﹤0.01%
163,325
+90,264
2031
$1.88M ﹤0.01%
140,509
-1,338,238
2032
$1.88M ﹤0.01%
55,342
-4,334
2033
$1.88M ﹤0.01%
220,558
-172,771
2034
$1.87M ﹤0.01%
34,370
+29,341
2035
$1.87M ﹤0.01%
39,399
-5,259
2036
$1.86M ﹤0.01%
17,094
-107,460
2037
$1.86M ﹤0.01%
111,495
+5,284
2038
$1.86M ﹤0.01%
85,552
-26,198
2039
$1.86M ﹤0.01%
21,663
-36,451
2040
$1.86M ﹤0.01%
77,114
-34,535
2041
$1.85M ﹤0.01%
136,901
+92,269
2042
$1.84M ﹤0.01%
137,519
-41,816
2043
$1.83M ﹤0.01%
59,303
+26,309
2044
$1.83M ﹤0.01%
45,431
-11,433
2045
$1.83M ﹤0.01%
17,180
+3,675
2046
$1.83M ﹤0.01%
85,158
-13,524
2047
$1.83M ﹤0.01%
181,434
+4,107
2048
$1.82M ﹤0.01%
48,861
-1,565
2049
$1.82M ﹤0.01%
62,262
+35,877
2050
$1.82M ﹤0.01%
+49,552
80 81
82
83 84