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
2076
$1.23M ﹤0.01%
29,521
+5,955
2077
$1.23M ﹤0.01%
21,345
+678
2078
$1.23M ﹤0.01%
74,016
+454
2079
$1.23M ﹤0.01%
38,363
+17,073
2080
$1.22M ﹤0.01%
55,342
+22,737
2081
$1.22M ﹤0.01%
49,128
-4,863
2082
$1.22M ﹤0.01%
39,476
-241,968
2083
$1.22M ﹤0.01%
302,432
+66
2084
$1.22M ﹤0.01%
18,689
+1,224
2085
$1.22M ﹤0.01%
52,531
+4,227
2086
$1.22M ﹤0.01%
24,335
+14,065
2087
$1.22M ﹤0.01%
25,981
+1,630
2088
$1.22M ﹤0.01%
36,866
+3,647
2089
$1.22M ﹤0.01%
87,389
+1,741
2090
$1.21M ﹤0.01%
43,397
+4,524
2091
$1.21M ﹤0.01%
96,411
-9,770
2092
$1.21M ﹤0.01%
110,952
+4,236
2093
$1.21M ﹤0.01%
97,285
+24
2094
$1.21M ﹤0.01%
12,000
2095
$1.21M ﹤0.01%
62,408
+3,699
2096
$1.21M ﹤0.01%
38,747
+3,107
2097
$1.2M ﹤0.01%
10,157
+663
2098
$1.2M ﹤0.01%
36,674
+2,364
2099
$1.2M ﹤0.01%
28,067
-793
2100
$1.2M ﹤0.01%
37,881
-10,477
82 83
84
85 86