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
$86.7B
AUM Growth
+$7.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,067
New
Increased
Reduced
Closed

Top Buys

1
+$652M
2
+$352M
3
+$260M
4
MPLX icon
MPLX
MPLX
+$211M
5
MON
Monsanto Co
MON
+$204M

Top Sells

1
+$410M
2
+$405M
3
+$276M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$236M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$199M

Sector Composition

1 Financials 13.88%
2 Technology 13.05%
3 Healthcare 11.59%
4 Consumer Discretionary 8.63%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.84M ﹤0.01%
121,791
-2,768
2027
$1.84M ﹤0.01%
106,811
+10,857
2028
$1.84M ﹤0.01%
92,611
-79,005
2029
$1.84M ﹤0.01%
6,247
-451
2030
$1.83M ﹤0.01%
55,829
+1,457
2031
$1.82M ﹤0.01%
269,625
-1,561,733
2032
$1.82M ﹤0.01%
20,120
-2,436
2033
$1.82M ﹤0.01%
60,729
-5,632
2034
$1.81M ﹤0.01%
55,692
+11,806
2035
$1.8M ﹤0.01%
87,604
+434
2036
$1.8M ﹤0.01%
79,135
-15,325
2037
$1.8M ﹤0.01%
224,421
-3,261,013
2038
$1.79M ﹤0.01%
40,917
+13,380
2039
$1.79M ﹤0.01%
151,445
-3,632
2040
$1.79M ﹤0.01%
136,493
+3,895
2041
$1.78M ﹤0.01%
51,972
+34,999
2042
$1.78M ﹤0.01%
73,753
-35,439
2043
$1.77M ﹤0.01%
49,915
+19,010
2044
$1.77M ﹤0.01%
66,339
-14,323
2045
$1.77M ﹤0.01%
128,783
+92,566
2046
$1.77M ﹤0.01%
73,495
-20,936
2047
$1.77M ﹤0.01%
12,530
-4,562
2048
$1.77M ﹤0.01%
27,050
-2,602
2049
$1.76M ﹤0.01%
101,480
+28,064
2050
$1.76M ﹤0.01%
106,773
+70,976
80 81
82
83 84