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
$85.6B
AUM Growth
+$6.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,884
New
Increased
Reduced
Closed

Top Buys

1
+$427M
2
+$339M
3
+$315M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$236M
5
MRK icon
Merck
MRK
+$227M

Top Sells

1
+$283M
2
+$238M
3
+$215M
4
CHTR icon
Charter Communications
CHTR
+$211M
5
BABA icon
Alibaba
BABA
+$181M

Sector Composition

1 Technology 14.88%
2 Financials 14.5%
3 Healthcare 12.95%
4 Consumer Discretionary 8.88%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.74M ﹤0.01%
+138,797
2027
$1.74M ﹤0.01%
80,866
-226,488
2028
$1.74M ﹤0.01%
35,825
-7,772
2029
$1.74M ﹤0.01%
31,128
-1,720
2030
$1.74M ﹤0.01%
69,048
-9,082
2031
$1.74M ﹤0.01%
93,427
-17,108
2032
$1.74M ﹤0.01%
63,858
-13,390
2033
$1.73M ﹤0.01%
29,511
-9,457
2034
$1.73M ﹤0.01%
37,752
-14,539
2035
$1.73M ﹤0.01%
79,689
+4,841
2036
$1.72M ﹤0.01%
109,180
+60,350
2037
$1.72M ﹤0.01%
178,507
-29,906
2038
$1.72M ﹤0.01%
36,434
-1,505
2039
$1.72M ﹤0.01%
130,264
+57,979
2040
$1.71M ﹤0.01%
37,652
+12,840
2041
$1.71M ﹤0.01%
+32,599
2042
$1.7M ﹤0.01%
14,447
-1,443
2043
$1.7M ﹤0.01%
59,892
+5,049
2044
$1.7M ﹤0.01%
19,722
-735
2045
$1.7M ﹤0.01%
21,581
-2,450
2046
$1.7M ﹤0.01%
74,744
-35,267
2047
$1.69M ﹤0.01%
37,126
-4,104
2048
$1.69M ﹤0.01%
852
-419
2049
$1.69M ﹤0.01%
115,266
-7,953
2050
$1.69M ﹤0.01%
38,140
-12,402
80 81
82
83 84