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
2051
$1.27M ﹤0.01%
48,111
+1,902
2052
$1.27M ﹤0.01%
64,981
+375
2053
$1.27M ﹤0.01%
173,440
-5,090
2054
$1.26M ﹤0.01%
16,759
+3,657
2055
$1.26M ﹤0.01%
14,053
+1,693
2056
$1.26M ﹤0.01%
32,943
+3,141
2057
$1.26M ﹤0.01%
33,914
+3,245
2058
$1.26M ﹤0.01%
71,065
+5,105
2059
$1.26M ﹤0.01%
63,998
-52,992
2060
$1.25M ﹤0.01%
39,035
-7,013
2061
$1.25M ﹤0.01%
48,081
+1,007
2062
$1.25M ﹤0.01%
17,734
+1,575
2063
$1.25M ﹤0.01%
75,673
+2,642
2064
$1.25M ﹤0.01%
26,850
+166
2065
$1.25M ﹤0.01%
146,511
+115,206
2066
$1.24M ﹤0.01%
135,000
2067
$1.24M ﹤0.01%
28,632
+2,676
2068
$1.24M ﹤0.01%
42,991
+240
2069
$1.24M ﹤0.01%
45,431
+7,138
2070
$1.24M ﹤0.01%
33,683
+3,870
2071
$1.24M ﹤0.01%
63,281
+28,186
2072
$1.24M ﹤0.01%
45,320
+7,482
2073
$1.24M ﹤0.01%
26,764
-16,253
2074
$1.24M ﹤0.01%
27,551
+2,681
2075
$1.23M ﹤0.01%
100,256
-12,000
81 82
83
84 85