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
2351
$1.2M ﹤0.01%
25,140
+1,149
2352
$1.2M ﹤0.01%
33,968
+15,201
2353
$1.2M ﹤0.01%
244,078
+122,820
2354
$1.2M ﹤0.01%
13,569
-3,695
2355
$1.2M ﹤0.01%
55,867
+38,545
2356
$1.2M ﹤0.01%
143,120
+8,054
2357
$1.19M ﹤0.01%
53,978
-69,378
2358
$1.19M ﹤0.01%
85,704
-30,480
2359
$1.18M ﹤0.01%
23,058
+6,227
2360
$1.18M ﹤0.01%
36,546
-12,775
2361
$1.18M ﹤0.01%
19,994
-18,603
2362
$1.18M ﹤0.01%
39,121
+23,750
2363
$1.18M ﹤0.01%
40,710
+23,873
2364
$1.18M ﹤0.01%
288,498
+156,725
2365
$1.18M ﹤0.01%
48,193
+1,634
2366
$1.18M ﹤0.01%
69,672
-50,235
2367
$1.17M ﹤0.01%
128,907
+85,796
2368
$1.17M ﹤0.01%
27,134
-5,927
2369
$1.17M ﹤0.01%
49,542
+3,024
2370
$1.17M ﹤0.01%
253,766
-1,185,269
2371
$1.17M ﹤0.01%
87,705
+34,401
2372
$1.16M ﹤0.01%
13,757
+3,418
2373
$1.16M ﹤0.01%
33,914
-17,243
2374
$1.16M ﹤0.01%
31,358
-1,906
2375
$1.16M ﹤0.01%
39,844
-664
93 94
95
96 97