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
$100B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,336
New
Increased
Reduced
Closed

Top Buys

1
+$326M
2
+$152M
3
+$86M
4
CMCSA icon
Comcast
CMCSA
+$79M
5
MELI icon
Mercado Libre
MELI
+$68.7M

Top Sells

1
+$351M
2
+$212M
3
+$200M
4
JPM icon
JPMorgan Chase
JPM
+$165M
5
CSCO icon
Cisco
CSCO
+$134M

Sector Composition

1 Technology 25.9%
2 Healthcare 15.8%
3 Financials 13.41%
4 Consumer Discretionary 10.06%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.55M ﹤0.01%
159,790
+34,944
2027
$1.55M ﹤0.01%
22,523
-159
2028
$1.54M ﹤0.01%
66,558
+38,051
2029
$1.54M ﹤0.01%
44,020
+10,940
2030
$1.54M ﹤0.01%
94,056
+31,724
2031
$1.54M ﹤0.01%
65,508
+17,179
2032
$1.54M ﹤0.01%
48,721
+4,388
2033
$1.53M ﹤0.01%
44,978
-15,325
2034
$1.52M ﹤0.01%
148,255
+29,986
2035
$1.52M ﹤0.01%
87,583
+14,722
2036
$1.52M ﹤0.01%
99,668
-66,154
2037
$1.51M ﹤0.01%
51,507
+11,312
2038
$1.51M ﹤0.01%
102,144
+12,830
2039
$1.51M ﹤0.01%
14,201
+2,874
2040
$1.51M ﹤0.01%
339,763
+42,249
2041
$1.5M ﹤0.01%
571,402
+104,429
2042
$1.5M ﹤0.01%
25,583
+1,141
2043
$1.5M ﹤0.01%
311,855
+124,296
2044
$1.5M ﹤0.01%
107,780
+23,928
2045
$1.5M ﹤0.01%
22,048
+1,039
2046
$1.49M ﹤0.01%
51,144
+4,440
2047
$1.49M ﹤0.01%
145,399
+7,232
2048
$1.49M ﹤0.01%
101,705
+6,827
2049
$1.49M ﹤0.01%
15,178
+2,119
2050
$1.49M ﹤0.01%
53,941
-16,405
80 81
82
83 84