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
$104B
AUM Growth
+$18.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,713
New
Increased
Reduced
Closed

Top Buys

1
+$1.34B
2
+$555M
3
+$389M
4
AAPL icon
Apple
AAPL
+$345M
5
WFC icon
Wells Fargo
WFC
+$248M

Top Sells

1
+$685M
2
+$590M
3
+$373M
4
CTXS
Citrix Systems Inc
CTXS
+$351M
5
BPL
Buckeye Partners, L.P.
BPL
+$253M

Sector Composition

1 Healthcare 16.19%
2 Technology 15.79%
3 Financials 13.22%
4 Consumer Discretionary 9.7%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.85M ﹤0.01%
20,470
-53,226
2027
$1.85M ﹤0.01%
+86,310
2028
$1.85M ﹤0.01%
60,388
+8,848
2029
$1.85M ﹤0.01%
29,000
2030
$1.85M ﹤0.01%
59,620
+24,233
2031
$1.85M ﹤0.01%
8,920
+759
2032
$1.84M ﹤0.01%
140,180
+18,302
2033
$1.84M ﹤0.01%
30,960
+11,913
2034
$1.84M ﹤0.01%
+123,768
2035
$1.84M ﹤0.01%
109,871
+7,981
2036
$1.84M ﹤0.01%
53,843
+16,724
2037
$1.84M ﹤0.01%
28,351
-691
2038
$1.84M ﹤0.01%
100,270
-4,256
2039
$1.83M ﹤0.01%
74,438
+8,407
2040
$1.83M ﹤0.01%
40,566
-2,938
2041
$1.83M ﹤0.01%
42,217
+19,414
2042
$1.83M ﹤0.01%
77,995
-6,575
2043
$1.83M ﹤0.01%
56,290
+1,846
2044
$1.83M ﹤0.01%
76,503
-618,182
2045
$1.83M ﹤0.01%
629,484
+465,027
2046
$1.82M ﹤0.01%
99,428
+26,286
2047
$1.82M ﹤0.01%
+182,795
2048
$1.82M ﹤0.01%
236,820
+43,725
2049
$1.82M ﹤0.01%
20,294
+3,960
2050
$1.82M ﹤0.01%
27,607
-2,484
80 81
82
83 84