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
2151
$1.54M ﹤0.01%
49,665
+3,920
2152
$1.54M ﹤0.01%
71,301
-1,653
2153
$1.54M ﹤0.01%
59,266
+6,922
2154
$1.54M ﹤0.01%
57,236
-9,560
2155
$1.54M ﹤0.01%
45,755
+15,005
2156
$1.53M ﹤0.01%
15,054
-21,562
2157
$1.53M ﹤0.01%
45,447
+22,968
2158
$1.53M ﹤0.01%
37,791
+22,610
2159
$1.53M ﹤0.01%
125,449
-32,565
2160
$1.53M ﹤0.01%
33,914
+21,859
2161
$1.53M ﹤0.01%
159,953
-173,884
2162
$1.53M ﹤0.01%
82,154
-5,659
2163
$1.52M ﹤0.01%
91,645
-52,272
2164
$1.52M ﹤0.01%
125,465
+456
2165
$1.52M ﹤0.01%
55,022
+17,712
2166
$1.52M ﹤0.01%
44,632
+10,436
2167
$1.52M ﹤0.01%
85,237
+44,566
2168
$1.51M ﹤0.01%
16,134
+11,121
2169
$1.51M ﹤0.01%
28,575
-715
2170
$1.51M ﹤0.01%
32,995
+1,047
2171
$1.51M ﹤0.01%
38,874
+4,437
2172
$1.51M ﹤0.01%
27,744
-10,277
2173
$1.51M ﹤0.01%
68,515
+33,118
2174
$1.51M ﹤0.01%
62,363
+28,105
2175
$1.5M ﹤0.01%
379,552
+10,536
85 86
87
88 89