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
$108B
AUM Growth
+$20.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,615
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$1.08B
3
+$1.05B
4
OTIS icon
Otis Worldwide
OTIS
+$576M
5
TCOM icon
Trip.com Group
TCOM
+$538M

Top Sells

1
+$1.9B
2
+$993M
3
+$639M
4
MCK icon
McKesson
MCK
+$342M
5
V icon
Visa
V
+$339M

Sector Composition

1 Technology 22.32%
2 Healthcare 14.29%
3 Consumer Discretionary 11.71%
4 Financials 11.34%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.43M ﹤0.01%
254,860
-821,145
2027
$1.43M ﹤0.01%
14,663
-52,271
2028
$1.43M ﹤0.01%
76,755
-65,426
2029
$1.43M ﹤0.01%
32,083
+7,649
2030
$1.42M ﹤0.01%
45,506
-90,093
2031
$1.42M ﹤0.01%
113,580
2032
$1.42M ﹤0.01%
11,189
-723
2033
$1.42M ﹤0.01%
62,484
+17,348
2034
$1.42M ﹤0.01%
202,381
-18,495
2035
$1.42M ﹤0.01%
1,190,735
-56,888
2036
$1.41M ﹤0.01%
20,955
+3,017
2037
$1.41M ﹤0.01%
74,643
+8,577
2038
$1.4M ﹤0.01%
82,190
+46,876
2039
$1.4M ﹤0.01%
51,882
+17,880
2040
$1.4M ﹤0.01%
4,984
+2,721
2041
$1.4M ﹤0.01%
271,836
+197,667
2042
$1.39M ﹤0.01%
101,148
+58,000
2043
$1.39M ﹤0.01%
28,224
+1,677
2044
$1.39M ﹤0.01%
42,908
+26,390
2045
$1.39M ﹤0.01%
44,482
+5,584
2046
$1.39M ﹤0.01%
55,066
+5,333
2047
$1.38M ﹤0.01%
16,480
+627
2048
$1.37M ﹤0.01%
158,318
+116,268
2049
$1.37M ﹤0.01%
24,900
-24,967
2050
$1.37M ﹤0.01%
93,528
-5,542
80 81
82
83 84