CS

Credit Suisse Portfolio holdings

AUM $104B
1-Year Est. Return 34.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89B
AUM Growth
-$6.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$155M
3
+$88.5M
4
C icon
Citigroup
C
+$87.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.7M

Top Sells

1
+$205M
2
+$142M
3
+$131M
4
MS icon
Morgan Stanley
MS
+$88.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.9M

Sector Composition

1 Technology 21.84%
2 Healthcare 16.36%
3 Financials 13.57%
4 Consumer Discretionary 9.71%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.32M ﹤0.01%
63,425
+12,673
2027
$1.32M ﹤0.01%
17,108
+2,644
2028
$1.32M ﹤0.01%
227,272
+1,099
2029
$1.32M ﹤0.01%
71,842
+11,147
2030
$1.32M ﹤0.01%
107,575
+7,259
2031
$1.32M ﹤0.01%
21,928
+1,972
2032
$1.31M ﹤0.01%
69,989
+17,333
2033
$1.31M ﹤0.01%
23,125
-4,984
2034
$1.31M ﹤0.01%
57,747
+5,010
2035
$1.31M ﹤0.01%
102,500
2036
$1.31M ﹤0.01%
117,101
+2,325
2037
$1.3M ﹤0.01%
165,209
+54,236
2038
$1.3M ﹤0.01%
59,883
+10,791
2039
$1.3M ﹤0.01%
33,636
+887
2040
$1.29M ﹤0.01%
29,226
-102
2041
$1.29M ﹤0.01%
18,153
-554
2042
$1.29M ﹤0.01%
19,313
+2,122
2043
$1.29M ﹤0.01%
30,000
2044
$1.29M ﹤0.01%
174,215
+24,080
2045
$1.29M ﹤0.01%
206,709
-155
2046
$1.28M ﹤0.01%
78,965
-51,770
2047
$1.28M ﹤0.01%
62,952
+14,587
2048
$1.27M ﹤0.01%
52,972
-7,731
2049
$1.27M ﹤0.01%
+829
2050
$1.27M ﹤0.01%
337,422
+4,956
80 81
82
83 84