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
2451
$1.04M ﹤0.01%
66,434
-22,428
2452
$1.04M ﹤0.01%
21,425
-33,745
2453
$1.04M ﹤0.01%
36,353
+18,903
2454
$1.03M ﹤0.01%
53,651
+21,323
2455
$1.03M ﹤0.01%
50,292
-1,581
2456
$1.03M ﹤0.01%
169,676
-188,060
2457
$1.03M ﹤0.01%
43,935
-76,908
2458
$1.03M ﹤0.01%
33,408
-699
2459
$1.02M ﹤0.01%
25,226
+17,092
2460
$1.02M ﹤0.01%
49,455
-17,370
2461
$1.02M ﹤0.01%
44,524
-426
2462
$1.02M ﹤0.01%
+48,898
2463
$1.02M ﹤0.01%
28,773
-2,305
2464
$1.02M ﹤0.01%
22,783
+4,800
2465
$1.01M ﹤0.01%
18,116
-12,064
2466
$1.01M ﹤0.01%
56,440
-30,890
2467
$1.01M ﹤0.01%
29,088
-23,010
2468
$1.01M ﹤0.01%
13,031
+4,482
2469
$1.01M ﹤0.01%
96,362
-10,098
2470
$1.01M ﹤0.01%
40,322
-16,432
2471
$1.01M ﹤0.01%
50,933
-17,017
2472
$1M ﹤0.01%
33,544
-9,708
2473
$1M ﹤0.01%
28,164
+5,882
2474
$1M ﹤0.01%
186,802
-10,953
2475
$998K ﹤0.01%
29,633
-47,923
97 98
99
100 101