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
$116B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,747
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$154M
3
+$145M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$136M
5
JNJ icon
Johnson & Johnson
JNJ
+$125M

Top Sells

1
+$310M
2
+$299M
3
+$294M
4
PFG icon
Principal Financial Group
PFG
+$283M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$240M

Sector Composition

1 Technology 23.07%
2 Healthcare 15.37%
3 Financials 13.69%
4 Consumer Discretionary 10.36%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.87M ﹤0.01%
43,291
+33,250
2027
$1.87M ﹤0.01%
118,444
-8,213
2028
$1.87M ﹤0.01%
15,617
+379
2029
$1.87M ﹤0.01%
32,340
-77,570
2030
$1.87M ﹤0.01%
48,895
+2,039
2031
$1.86M ﹤0.01%
55,769
+87
2032
$1.86M ﹤0.01%
19,945
-3,020
2033
$1.86M ﹤0.01%
23,632
+979
2034
$1.86M ﹤0.01%
79,492
-1,087
2035
$1.85M ﹤0.01%
17,704
+6,599
2036
$1.85M ﹤0.01%
84,625
-34,509
2037
$1.85M ﹤0.01%
25,338
+1,199
2038
$1.85M ﹤0.01%
42,502
-1,288
2039
$1.85M ﹤0.01%
73,006
-1,245
2040
$1.84M ﹤0.01%
487,703
+24,090
2041
$1.84M ﹤0.01%
145,409
+19,371
2042
$1.84M ﹤0.01%
222,695
+32,364
2043
$1.84M ﹤0.01%
83,277
+3,030
2044
$1.83M ﹤0.01%
16,151
+2,297
2045
$1.83M ﹤0.01%
33,162
+727
2046
$1.83M ﹤0.01%
164,005
+3,910
2047
$1.83M ﹤0.01%
21,364
-3,676
2048
$1.82M ﹤0.01%
23,115
+1,569
2049
$1.82M ﹤0.01%
408,907
+56,495
2050
$1.82M ﹤0.01%
63,194
-9,918
80 81
82
83 84