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
$87.8B
AUM Growth
-$16.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,644
New
Increased
Reduced
Closed

Top Buys

1
+$473M
2
+$384M
3
+$332M
4
MCK icon
McKesson
MCK
+$329M
5
AVGO icon
Broadcom
AVGO
+$300M

Top Sells

1
+$995M
2
+$525M
3
+$373M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$285M
5
BMY icon
Bristol-Myers Squibb
BMY
+$269M

Sector Composition

1 Technology 18.32%
2 Healthcare 16.9%
3 Financials 12.54%
4 Consumer Discretionary 9.35%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1M ﹤0.01%
42,306
-5,052
2027
$1M ﹤0.01%
117,043
+508
2028
$1M ﹤0.01%
102,096
-1,316,046
2029
$999K ﹤0.01%
56,119
-6,428
2030
$998K ﹤0.01%
22,362
-18,640
2031
$996K ﹤0.01%
203,233
-198,587
2032
$996K ﹤0.01%
160,745
-40,682
2033
$995K ﹤0.01%
58,565
-12,675
2034
$993K ﹤0.01%
48,165
-14,862
2035
$992K ﹤0.01%
17,938
-7,265
2036
$986K ﹤0.01%
76,508
+4,321
2037
$985K ﹤0.01%
68,596
-12,017
2038
$985K ﹤0.01%
+100,000
2039
$983K ﹤0.01%
147,181
-13,218
2040
$982K ﹤0.01%
24,375
-21,588
2041
$977K ﹤0.01%
+1,404
2042
$974K ﹤0.01%
20,405
-19,060
2043
$974K ﹤0.01%
10,633
+1,529
2044
$972K ﹤0.01%
40,384
-33,515
2045
$971K ﹤0.01%
+10,600
2046
$970K ﹤0.01%
15,916
-502,360
2047
$970K ﹤0.01%
+100,000
2048
$968K ﹤0.01%
21,287
-20,700
2049
$967K ﹤0.01%
22,088
-3,413
2050
$967K ﹤0.01%
274,540
-170,562
80 81
82
83 84