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
2376
$1.16M ﹤0.01%
63,280
+15,000
2377
$1.15M ﹤0.01%
4,464
+962
2378
$1.15M ﹤0.01%
52,871
-33,431
2379
$1.15M ﹤0.01%
18,045
+14,194
2380
$1.14M ﹤0.01%
34,428
+4,108
2381
$1.14M ﹤0.01%
37,936
-21,879
2382
$1.14M ﹤0.01%
17,132
-7,503
2383
$1.14M ﹤0.01%
35,618
+23,829
2384
$1.14M ﹤0.01%
57,569
+39,642
2385
$1.14M ﹤0.01%
72,001
-73,730
2386
$1.14M ﹤0.01%
48,121
-4,832
2387
$1.14M ﹤0.01%
27,066
-1,355
2388
$1.14M ﹤0.01%
39,700
+3,538
2389
$1.14M ﹤0.01%
95,228
+16,218
2390
$1.14M ﹤0.01%
432,469
-2,410
2391
$1.14M ﹤0.01%
23,853
+13,055
2392
$1.13M ﹤0.01%
4,829
+1,801
2393
$1.13M ﹤0.01%
19,279
-11,879
2394
$1.13M ﹤0.01%
+29,488
2395
$1.13M ﹤0.01%
320,738
+228,375
2396
$1.13M ﹤0.01%
37,465
-1,502
2397
$1.13M ﹤0.01%
48,785
-214,721
2398
$1.13M ﹤0.01%
32,330
+22,666
2399
$1.13M ﹤0.01%
24,211
+8,166
2400
$1.12M ﹤0.01%
29,052
+3,212
94 95
96
97 98