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
$135B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,739
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$1B
3
+$512M
4
DBX icon
Dropbox
DBX
+$343M
5
FERG icon
Ferguson
FERG
+$258M

Top Sells

1
+$1.09B
2
+$771M
3
+$764M
4
AAPL icon
Apple
AAPL
+$745M
5
MSFT icon
Microsoft
MSFT
+$532M

Sector Composition

1 Technology 19.66%
2 Healthcare 15.26%
3 Consumer Discretionary 12.76%
4 Financials 11.57%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.17M ﹤0.01%
25,216
+20,340
2027
$2.16M ﹤0.01%
33,993
-3,086
2028
$2.16M ﹤0.01%
59,676
-17,418
2029
$2.16M ﹤0.01%
166,083
+51,105
2030
$2.16M ﹤0.01%
37,178
-15,562
2031
$2.15M ﹤0.01%
83,703
-43,928
2032
$2.15M ﹤0.01%
105,893
-180,208
2033
$2.15M ﹤0.01%
73,151
-5,110
2034
$2.15M ﹤0.01%
155,264
-49,167
2035
$2.15M ﹤0.01%
40,242
-12,405
2036
$2.15M ﹤0.01%
+35,734
2037
$2.14M ﹤0.01%
26,014
2038
$2.14M ﹤0.01%
94,689
-1,445,067
2039
$2.13M ﹤0.01%
55,205
-37,401
2040
$2.13M ﹤0.01%
40,968
-36,530
2041
$2.13M ﹤0.01%
23,970
-8,915
2042
$2.12M ﹤0.01%
159,505
+37,457
2043
$2.12M ﹤0.01%
16,407
-5,115
2044
$2.12M ﹤0.01%
327,683
+100,807
2045
$2.12M ﹤0.01%
225,390
-27,188
2046
$2.11M ﹤0.01%
42,568
-17,599
2047
$2.11M ﹤0.01%
207,930
-14,572
2048
$2.11M ﹤0.01%
95,201
-953,154
2049
$2.11M ﹤0.01%
43,140
-14,717
2050
$2.1M ﹤0.01%
180,403
-515,580
80 81
82
83 84