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
$134B
AUM Growth
+$23.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,686
New
Increased
Reduced
Closed

Top Buys

1
+$769M
2
+$761M
3
+$708M
4
TSLA icon
Tesla
TSLA
+$656M
5
AMZN icon
Amazon
AMZN
+$399M

Top Sells

1
+$571M
2
+$324M
3
+$260M
4
BAC icon
Bank of America
BAC
+$222M
5
ETFC
E*Trade Financial Corporation
ETFC
+$205M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.31%
3 Healthcare 14.06%
4 Communication Services 10.76%
5 Financials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.11M ﹤0.01%
30,011
+11,293
2027
$2.09M ﹤0.01%
199,768
+77,456
2028
$2.09M ﹤0.01%
29,507
-64,064
2029
$2.09M ﹤0.01%
92,179
+24,579
2030
$2.08M ﹤0.01%
37,714
+10,070
2031
$2.08M ﹤0.01%
112,939
+30,753
2032
$2.08M ﹤0.01%
10,601
+2,077
2033
$2.08M ﹤0.01%
66,572
+12,565
2034
$2.08M ﹤0.01%
34,614
+5,310
2035
$2.07M ﹤0.01%
52,286
+29,698
2036
$2.07M ﹤0.01%
79,407
-4,237
2037
$2.06M ﹤0.01%
115,451
+615
2038
$2.06M ﹤0.01%
28,421
+5,872
2039
$2.06M ﹤0.01%
76,033
+26,506
2040
$2.06M ﹤0.01%
184,048
+17,298
2041
$2.05M ﹤0.01%
43,290
+14,751
2042
$2.05M ﹤0.01%
21,881
+744
2043
$2.05M ﹤0.01%
164,156
+54,861
2044
$2.05M ﹤0.01%
110,417
+19,748
2045
$2.04M ﹤0.01%
83,636
+49,287
2046
$2.04M ﹤0.01%
41,457
+8,330
2047
$2.02M ﹤0.01%
490,841
-30,160
2048
$2.02M ﹤0.01%
109,454
+54,313
2049
$2.02M ﹤0.01%
420,188
-31,112
2050
$2.01M ﹤0.01%
37,757
+12,253
80 81
82
83 84