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
$111B
AUM Growth
+$2.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,473
New
Increased
Reduced
Closed

Top Sells

1 +$1.74B
2 +$1.5B
3 +$1.33B
4
TSLA icon
Tesla
TSLA
+$556M
5
IAC icon
IAC Inc
IAC
+$504M

Sector Composition

1 Technology 20.64%
2 Healthcare 14.59%
3 Consumer Discretionary 13.88%
4 Financials 11.05%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.3M ﹤0.01%
87,434
-6,356
2027
$1.3M ﹤0.01%
52,481
-8,924
2028
$1.29M ﹤0.01%
104,451
+7,911
2029
$1.28M ﹤0.01%
422,547
+2,098
2030
$1.28M ﹤0.01%
13,279
-187
2031
$1.28M ﹤0.01%
208,973
+176,636
2032
$1.28M ﹤0.01%
+18,826
2033
$1.27M ﹤0.01%
24,055
+3,553
2034
$1.27M ﹤0.01%
6,758
+25
2035
$1.26M ﹤0.01%
206,347
+3,966
2036
$1.26M ﹤0.01%
48,572
-3,059
2037
$1.26M ﹤0.01%
217,032
+29,123
2038
$1.26M ﹤0.01%
45,201
-3,883
2039
$1.26M ﹤0.01%
25,000
2040
$1.26M ﹤0.01%
466,141
+95,519
2041
$1.26M ﹤0.01%
197,882
-56,798
2042
$1.26M ﹤0.01%
23,539
-9,067
2043
$1.25M ﹤0.01%
16,565
-19,306
2044
$1.25M ﹤0.01%
+35,930
2045
$1.25M ﹤0.01%
46,150
-59,085
2046
$1.25M ﹤0.01%
100,338
-810
2047
$1.25M ﹤0.01%
26,310
-2,871
2048
$1.25M ﹤0.01%
33,913
-646
2049
$1.25M ﹤0.01%
39,400
+1,439
2050
$1.25M ﹤0.01%
44,851
-13,940