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
$78.9B
AUM Growth
-$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,883
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$171M
3
+$170M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$167M
5
AABA
Altaba Inc
AABA
+$161M

Top Sells

1
+$1.35B
2
+$691M
3
+$518M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$403M
5
BNS icon
Scotiabank
BNS
+$277M

Sector Composition

1 Technology 14.38%
2 Financials 13.99%
3 Healthcare 12.6%
4 Consumer Discretionary 9.2%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.04M ﹤0.01%
34,248
+11,994
2027
$2.04M ﹤0.01%
41,230
+14,367
2028
$2.04M ﹤0.01%
150,325
-261,810
2029
$2.03M ﹤0.01%
12,910
-277
2030
$2.03M ﹤0.01%
59,211
+24,974
2031
$2.03M ﹤0.01%
38,724
-3,839
2032
$2.02M ﹤0.01%
98,451
+56,142
2033
$2.02M ﹤0.01%
114,775
+43,248
2034
$2.02M ﹤0.01%
80,361
+33,613
2035
$2.01M ﹤0.01%
79,458
+30,424
2036
$2.01M ﹤0.01%
150,472
+70,574
2037
$2.01M ﹤0.01%
147,056
+25,992
2038
$1.99M ﹤0.01%
48,821
+14,630
2039
$1.99M ﹤0.01%
64,853
+33,910
2040
$1.99M ﹤0.01%
+59,903
2041
$1.99M ﹤0.01%
118,454
-57,071
2042
$1.98M ﹤0.01%
37,922
+25,169
2043
$1.98M ﹤0.01%
94,378
+2,285
2044
$1.97M ﹤0.01%
50,096
+27,331
2045
$1.97M ﹤0.01%
57,222
+16,110
2046
$1.97M ﹤0.01%
55,445
+12,973
2047
$1.97M ﹤0.01%
22,825
+12,256
2048
$1.97M ﹤0.01%
45,609
+27,785
2049
$1.97M ﹤0.01%
+113,925
2050
$1.96M ﹤0.01%
96,722
+39,456
80 81
82
83 84