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
$98B
AUM Growth
-$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,235
New
Increased
Reduced
Closed

Top Buys

1
+$579M
2
+$101M
3
+$100M
4
AMZN icon
Amazon
AMZN
+$97M
5
AAPL icon
Apple
AAPL
+$91.6M

Top Sells

1
+$330M
2
+$308M
3
+$267M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$204M
5
MELI icon
Mercado Libre
MELI
+$182M

Sector Composition

1 Technology 25.3%
2 Healthcare 15.06%
3 Financials 13.79%
4 Consumer Discretionary 10.02%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.36M ﹤0.01%
22,729
+3,836
2027
$1.35M ﹤0.01%
127,796
-1,788
2028
$1.35M ﹤0.01%
32,637
-223
2029
$1.34M ﹤0.01%
158,195
-10,564
2030
$1.34M ﹤0.01%
61,574
-11,199
2031
$1.34M ﹤0.01%
38,697
+1,815
2032
$1.34M ﹤0.01%
6,312
+301
2033
$1.34M ﹤0.01%
201,710
-11,410
2034
$1.34M ﹤0.01%
33,468
-296
2035
$1.34M ﹤0.01%
95,443
-2,364
2036
$1.33M ﹤0.01%
58,381
-337
2037
$1.33M ﹤0.01%
96,184
+22,466
2038
$1.33M ﹤0.01%
28,897
-454
2039
$1.33M ﹤0.01%
24,445
-1,065
2040
$1.33M ﹤0.01%
31,153
-796
2041
$1.33M ﹤0.01%
34,493
-128
2042
$1.33M ﹤0.01%
29,835
+4,837
2043
$1.33M ﹤0.01%
29,533
-329
2044
$1.33M ﹤0.01%
177,376
+8,395
2045
$1.33M ﹤0.01%
78,357
-299,300
2046
$1.32M ﹤0.01%
65,504
-262
2047
$1.32M ﹤0.01%
123,680
-669
2048
$1.32M ﹤0.01%
40,194
+1,615
2049
$1.31M ﹤0.01%
44,165
-1,765
2050
$1.31M ﹤0.01%
232,958
-13,219
80 81
82
83 84