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
$88.1B
AUM Growth
+$6.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1
+$791M
2
+$754M
3
+$505M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$387M
5
BTI icon
British American Tobacco
BTI
+$342M

Top Sells

1
+$319M
2
+$239M
3
+$190M
4
ACAS
American Capital Ltd
ACAS
+$186M
5
SLB icon
SLB Ltd
SLB
+$136M

Sector Composition

1 Financials 14.03%
2 Technology 12.34%
3 Healthcare 11.59%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.72M ﹤0.01%
68,035
-3,437
2027
$1.72M ﹤0.01%
66,600
-65,120
2028
$1.71M ﹤0.01%
5,112
-3,533
2029
$1.71M ﹤0.01%
64,838
-43,956
2030
$1.71M ﹤0.01%
426,890
-4,569
2031
$1.71M ﹤0.01%
43,470
+8,356
2032
$1.7M ﹤0.01%
82,834
-4,234
2033
$1.7M ﹤0.01%
36,999
-15,274
2034
$1.7M ﹤0.01%
105,366
-1,895
2035
$1.7M ﹤0.01%
200,000
+18,213
2036
$1.7M ﹤0.01%
101,638
-314,808
2037
$1.69M ﹤0.01%
98,037
-44,173
2038
$1.69M ﹤0.01%
22,665
-13,364
2039
$1.69M ﹤0.01%
68,939
-21,157
2040
$1.69M ﹤0.01%
37,236
+10,422
2041
$1.68M ﹤0.01%
45,370
-7,308
2042
$1.68M ﹤0.01%
144,368
+90,748
2043
$1.68M ﹤0.01%
57,998
+21,327
2044
$1.67M ﹤0.01%
40,466
+5,140
2045
$1.67M ﹤0.01%
60,765
-17,955
2046
$1.67M ﹤0.01%
72,253
-12,803
2047
$1.67M ﹤0.01%
+435,874
2048
$1.66M ﹤0.01%
50,177
-350,901
2049
$1.66M ﹤0.01%
31,000
+9,945
2050
$1.66M ﹤0.01%
50,020
-9,853
80 81
82
83 84