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
$124B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,868
New
Increased
Reduced
Closed

Top Buys

1
+$414M
2
+$171M
3
+$135M
4
HAL icon
Halliburton
HAL
+$111M
5
PXD
Pioneer Natural Resource Co.
PXD
+$102M

Top Sells

1
+$861M
2
+$333M
3
+$307M
4
BABA icon
Alibaba
BABA
+$305M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$270M

Sector Composition

1 Technology 23.84%
2 Healthcare 15.65%
3 Financials 12.54%
4 Consumer Discretionary 10.89%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.18M ﹤0.01%
77,567
-9,519
2027
$2.17M ﹤0.01%
68,837
+6,593
2028
$2.17M ﹤0.01%
41,755
-5,049
2029
$2.17M ﹤0.01%
22,610
-710
2030
$2.16M ﹤0.01%
36,536
-1,498
2031
$2.16M ﹤0.01%
245,210
+2,637
2032
$2.16M ﹤0.01%
120,083
-11,297
2033
$2.16M ﹤0.01%
203,817
-26,020
2034
$2.15M ﹤0.01%
70,137
+8,653
2035
$2.15M ﹤0.01%
58,788
-18,420
2036
$2.14M ﹤0.01%
108,249
-7,138
2037
$2.14M ﹤0.01%
61,370
+54,307
2038
$2.14M ﹤0.01%
+52,997
2039
$2.13M ﹤0.01%
50,948
+6,254
2040
$2.12M ﹤0.01%
73,534
-7,890
2041
$2.12M ﹤0.01%
48,786
-288
2042
$2.12M ﹤0.01%
16,189
+1,066
2043
$2.11M ﹤0.01%
55,682
+5,070
2044
$2.11M ﹤0.01%
+11,465
2045
$2.11M ﹤0.01%
25,497
+21,798
2046
$2.11M ﹤0.01%
+32,446
2047
$2.11M ﹤0.01%
59,996
+10,234
2048
$2.1M ﹤0.01%
28,610
+283
2049
$2.1M ﹤0.01%
79,563
+12,621
2050
$2.1M ﹤0.01%
160,095
-1,665
80 81
82
83 84