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
$95.3B
AUM Growth
-$20.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,658
New
Increased
Reduced
Closed

Top Buys

1
+$257M
2
+$256M
3
+$158M
4
APD icon
Air Products & Chemicals
APD
+$157M
5
MS icon
Morgan Stanley
MS
+$88.1M

Top Sells

1
+$277M
2
+$146M
3
+$123M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$119M
5
PCG icon
PG&E
PCG
+$117M

Sector Composition

1 Technology 21.81%
2 Healthcare 16.46%
3 Financials 13.73%
4 Consumer Discretionary 9.2%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.44M ﹤0.01%
53,991
-4,878
2027
$1.44M ﹤0.01%
64,606
-14,886
2028
$1.44M ﹤0.01%
18,707
-7,055
2029
$1.44M ﹤0.01%
33,491
-1,117
2030
$1.43M ﹤0.01%
57,083
-4,167
2031
$1.43M ﹤0.01%
101,757
-6,727
2032
$1.43M ﹤0.01%
45,930
-75,784
2033
$1.43M ﹤0.01%
65,960
-2,307
2034
$1.43M ﹤0.01%
150,135
-13,098
2035
$1.43M ﹤0.01%
29,343
-12,862
2036
$1.43M ﹤0.01%
70,702
-1,002
2037
$1.42M ﹤0.01%
36,864
+5,013
2038
$1.42M ﹤0.01%
108,528
+49,640
2039
$1.42M ﹤0.01%
9,906
-517
2040
$1.42M ﹤0.01%
197,760
-15,121
2041
$1.42M ﹤0.01%
102,634
-1,106
2042
$1.42M ﹤0.01%
23,894
+262
2043
$1.42M ﹤0.01%
20,126
-2,168
2044
$1.42M ﹤0.01%
28,627
-4,535
2045
$1.41M ﹤0.01%
35,267
-2,682
2046
$1.41M ﹤0.01%
208,590
+177,181
2047
$1.41M ﹤0.01%
17,190
-2,011
2048
$1.4M ﹤0.01%
21,475
-3,108
2049
$1.4M ﹤0.01%
144,378
-11,612
2050
$1.4M ﹤0.01%
135,000
80 81
82
83 84