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
2451
$695K ﹤0.01%
155,794
+42,356
2452
$694K ﹤0.01%
47,115
+1,604
2453
$694K ﹤0.01%
101,542
+15,875
2454
$693K ﹤0.01%
101,534
-54,644
2455
$693K ﹤0.01%
29,157
-23,162
2456
$693K ﹤0.01%
4,107
+885
2457
$691K ﹤0.01%
31,798
-15,607
2458
$690K ﹤0.01%
24,588
+131
2459
$689K ﹤0.01%
66,724
+6,916
2460
$689K ﹤0.01%
31,608
+8,364
2461
$689K ﹤0.01%
62,578
+1,545
2462
$688K ﹤0.01%
44,240
+2,025
2463
$688K ﹤0.01%
222,805
+24,454
2464
$687K ﹤0.01%
30,196
+6,737
2465
$686K ﹤0.01%
+48,871
2466
$686K ﹤0.01%
91,754
+17,097
2467
$686K ﹤0.01%
65,369
+297
2468
$685K ﹤0.01%
212,860
-41,255
2469
$685K ﹤0.01%
34,188
+2,512
2470
$683K ﹤0.01%
159,926
+15,349
2471
$683K ﹤0.01%
32,312
+2,368
2472
$683K ﹤0.01%
24,032
+2,278
2473
$682K ﹤0.01%
23,116
+4,096
2474
$680K ﹤0.01%
28,934
+2,873
2475
$680K ﹤0.01%
400,277
+400,253
97 98
99
100 101