CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.5B
AUM Growth
+$6.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,569
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$787M
3
+$371M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$226M
5
RIO icon
Rio Tinto
RIO
+$199M

Top Sells

1
+$574M
2
+$414M
3
+$413M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$265M
5
JPM icon
JPMorgan Chase
JPM
+$261M

Sector Composition

1 Technology 16.15%
2 Financials 13.29%
3 Healthcare 13.1%
4 Consumer Discretionary 9.13%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.47M ﹤0.01%
47,210
+317
2027
$1.47M ﹤0.01%
84,374
-602
2028
$1.46M ﹤0.01%
55,159
+1,860
2029
$1.46M ﹤0.01%
44,966
-29,165
2030
$1.46M ﹤0.01%
40,431
+7,022
2031
$1.46M ﹤0.01%
59,991
-7,032
2032
$1.45M ﹤0.01%
85,268
+2,269
2033
$1.45M ﹤0.01%
126,889
+5,315
2034
$1.44M ﹤0.01%
37,662
+14,735
2035
$1.44M ﹤0.01%
198,658
-296,051
2036
$1.44M ﹤0.01%
13,758
+1,416
2037
$1.44M ﹤0.01%
81,724
-3,581
2038
$1.44M ﹤0.01%
154,319
+45,092
2039
$1.44M ﹤0.01%
37,116
+5,273
2040
$1.43M ﹤0.01%
45,641
-9,776
2041
$1.43M ﹤0.01%
46,433
-11,634
2042
$1.43M ﹤0.01%
46,053
+3,724
2043
$1.43M ﹤0.01%
299,392
+166,565
2044
$1.43M ﹤0.01%
88,445
+10,305
2045
$1.43M ﹤0.01%
154,669
+109,652
2046
$1.43M ﹤0.01%
109,136
+40,883
2047
$1.43M ﹤0.01%
195,838
+7,949
2048
$1.43M ﹤0.01%
20,555
-3,632
2049
$1.43M ﹤0.01%
96,724
-557
2050
$1.42M ﹤0.01%
106,426
-15,237
80 81
82
83 84