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
$76.1B
AUM Growth
-$6.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,742
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$241M
3
+$223M
4
T icon
AT&T
T
+$189M
5
UBS icon
UBS Group
UBS
+$152M

Top Sells

1
+$739M
2
+$736M
3
+$713M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$502M
5
TEL icon
TE Connectivity
TEL
+$458M

Sector Composition

1 Technology 14.83%
2 Financials 14.26%
3 Healthcare 13.6%
4 Consumer Discretionary 9.82%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.91M ﹤0.01%
23,349
-17,909
2027
$1.9M ﹤0.01%
42,739
+2,785
2028
$1.9M ﹤0.01%
70,593
+6,384
2029
$1.9M ﹤0.01%
85,049
-20,004
2030
$1.9M ﹤0.01%
51,258
+515
2031
$1.89M ﹤0.01%
161,345
-42,992
2032
$1.89M ﹤0.01%
85,390
-1,648
2033
$1.89M ﹤0.01%
+99,129
2034
$1.89M ﹤0.01%
43,398
+23,926
2035
$1.88M ﹤0.01%
103,041
-6,299
2036
$1.88M ﹤0.01%
40,488
-1,424
2037
$1.88M ﹤0.01%
16,328
+810
2038
$1.88M ﹤0.01%
42,970
-6,331
2039
$1.88M ﹤0.01%
52,932
+262
2040
$1.88M ﹤0.01%
81,758
+12,083
2041
$1.87M ﹤0.01%
15,660
+3,408
2042
$1.87M ﹤0.01%
110,829
-40,296
2043
$1.86M ﹤0.01%
33,609
-17,025
2044
$1.86M ﹤0.01%
83,910
+38,980
2045
$1.86M ﹤0.01%
16,916
-8,258
2046
$1.86M ﹤0.01%
170,992
-25,741
2047
$1.86M ﹤0.01%
30,000
+5,000
2048
$1.85M ﹤0.01%
13,026
-3,390
2049
$1.85M ﹤0.01%
163,345
-31,975
2050
$1.85M ﹤0.01%
40,601
-7,212
80 81
82
83 84