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
$85.4B
AUM Growth
+$4.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,627
New
Increased
Reduced
Closed

Top Buys

1
+$1.05B
2
+$949M
3
+$813M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$546M
5
LIN icon
Linde
LIN
+$379M

Top Sells

1
+$331M
2
+$331M
3
+$313M
4
FE icon
FirstEnergy
FE
+$278M
5
BX icon
Blackstone
BX
+$277M

Sector Composition

1 Healthcare 16.09%
2 Technology 14.95%
3 Financials 12.92%
4 Consumer Discretionary 8.95%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.56M ﹤0.01%
22,016
+1,735
2027
$1.56M ﹤0.01%
39,139
+12,238
2028
$1.56M ﹤0.01%
+104,286
2029
$1.56M ﹤0.01%
300,000
-404,493
2030
$1.56M ﹤0.01%
29,042
+1,793
2031
$1.56M ﹤0.01%
63,506
-2,664
2032
$1.55M ﹤0.01%
108,358
+15,964
2033
$1.55M ﹤0.01%
27,019
-12,035
2034
$1.55M ﹤0.01%
8,161
-5,289
2035
$1.55M ﹤0.01%
21,713
+1,294
2036
$1.55M ﹤0.01%
112,291
+12,221
2037
$1.54M ﹤0.01%
167,250
-55,115
2038
$1.54M ﹤0.01%
66,882
-5,892
2039
$1.54M ﹤0.01%
45,193
-2,709
2040
$1.54M ﹤0.01%
637,670
+506,716
2041
$1.53M ﹤0.01%
77,979
-21,273
2042
$1.53M ﹤0.01%
28,472
+4,172
2043
$1.53M ﹤0.01%
14,472
+11,201
2044
$1.52M ﹤0.01%
22,318
+6,804
2045
$1.52M ﹤0.01%
36,551
-83,291
2046
$1.52M ﹤0.01%
60,211
+17,940
2047
$1.51M ﹤0.01%
4,332
+172
2048
$1.51M ﹤0.01%
41,127
+3,368
2049
$1.5M ﹤0.01%
44,371
-33,527
2050
$1.49M ﹤0.01%
42,340
-78,208
80 81
82
83 84