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
$83.1B
AUM Growth
+$4.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$681M
2
+$527M
3
+$277M
4
WMB icon
Williams Companies
WMB
+$257M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$251M

Top Sells

1
+$552M
2
+$500M
3
+$369M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$244M
5
UBS icon
UBS Group
UBS
+$242M

Sector Composition

1 Financials 16.14%
2 Healthcare 12.21%
3 Technology 11.89%
4 Consumer Discretionary 8.13%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$1.63M ﹤0.01%
19,598
+4,759
2127
$1.62M ﹤0.01%
95,942
-22,941
2128
$1.62M ﹤0.01%
118,696
-94,526
2129
$1.61M ﹤0.01%
100,500
+15,482
2130
$1.61M ﹤0.01%
85,164
+57,144
2131
$1.61M ﹤0.01%
36,702
+19,939
2132
$1.6M ﹤0.01%
49,530
+1,038
2133
$1.59M ﹤0.01%
8,531
+5,150
2134
$1.59M ﹤0.01%
35,186
+23,851
2135
$1.59M ﹤0.01%
116,803
-4,091
2136
$1.58M ﹤0.01%
33,429
-4,065
2137
$1.58M ﹤0.01%
48,925
+11,168
2138
$1.58M ﹤0.01%
84,216
+7,016
2139
$1.58M ﹤0.01%
23,973
-6,987
2140
$1.58M ﹤0.01%
31,565
-1,412
2141
$1.57M ﹤0.01%
309,859
-12,326
2142
$1.57M ﹤0.01%
57,598
-95,722
2143
$1.57M ﹤0.01%
199,826
+37,946
2144
$1.56M ﹤0.01%
51,739
+6,240
2145
$1.56M ﹤0.01%
29,582
+20,600
2146
$1.56M ﹤0.01%
197,688
+94,560
2147
$1.55M ﹤0.01%
106,831
+12,432
2148
$1.55M ﹤0.01%
24,348
+3,812
2149
$1.55M ﹤0.01%
13,390
-3,142
2150
$1.54M ﹤0.01%
31,099
-419
84 85
86
87 88