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
2301
$879K ﹤0.01%
22,082
+2,236
2302
$878K ﹤0.01%
28,283
+2,669
2303
$874K ﹤0.01%
17,241
+2,051
2304
$873K ﹤0.01%
89,444
+8,619
2305
$872K ﹤0.01%
74,816
+158
2306
$870K ﹤0.01%
76,726
+303
2307
$870K ﹤0.01%
148,077
+7,078
2308
$869K ﹤0.01%
23,999
+2,374
2309
$869K ﹤0.01%
35,484
+10,962
2310
$867K ﹤0.01%
116,023
-76,795
2311
$867K ﹤0.01%
4,828
-6,987
2312
$864K ﹤0.01%
157,181
+5,714
2313
$859K ﹤0.01%
24,074
+5,455
2314
$857K ﹤0.01%
29,563
+1,906
2315
$857K ﹤0.01%
72,355
+14,191
2316
$856K ﹤0.01%
33,513
-2,819
2317
$854K ﹤0.01%
251
+19
2318
$853K ﹤0.01%
17,799
+2,018
2319
$853K ﹤0.01%
16,920
+25
2320
$849K ﹤0.01%
3,183
+787
2321
$848K ﹤0.01%
269,980
+7,248
2322
$848K ﹤0.01%
52,977
+6,098
2323
$845K ﹤0.01%
9,301
+5,014
2324
$840K ﹤0.01%
27,323
+6,213
2325
$836K ﹤0.01%
29,030
+2,432
91 92
93
94 95