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
2151
$1.09M ﹤0.01%
10,990
+1,192
2152
$1.09M ﹤0.01%
38,929
+3,531
2153
$1.09M ﹤0.01%
107,668
-38,844
2154
$1.09M ﹤0.01%
57,068
+10,402
2155
$1.09M ﹤0.01%
64,207
+2,510
2156
$1.09M ﹤0.01%
42,519
+124
2157
$1.09M ﹤0.01%
72,783
+16,008
2158
$1.09M ﹤0.01%
20,000
2159
$1.09M ﹤0.01%
45,199
+12,467
2160
$1.08M ﹤0.01%
43,413
+753
2161
$1.08M ﹤0.01%
67,446
+3,665
2162
$1.08M ﹤0.01%
102,516
+9,595
2163
$1.08M ﹤0.01%
34,746
-23,035
2164
$1.08M ﹤0.01%
31,170
+7,552
2165
$1.08M ﹤0.01%
34,147
-6,434
2166
$1.08M ﹤0.01%
56,716
-367
2167
$1.08M ﹤0.01%
54,731
-10,138
2168
$1.07M ﹤0.01%
18,326
+3,528
2169
$1.07M ﹤0.01%
323,755
+10,026
2170
$1.07M ﹤0.01%
43,682
+4,106
2171
$1.07M ﹤0.01%
80,963
+7,115
2172
$1.06M ﹤0.01%
123,496
-387,950
2173
$1.06M ﹤0.01%
40,042
+205
2174
$1.06M ﹤0.01%
141,089
+46,328
2175
$1.06M ﹤0.01%
1,010,001
+285,057
85 86
87
88 89