CS

Clear Street Portfolio holdings

AUM $20.5B
1-Year Est. Return 35.82%
This Quarter Est. Return
1 Year Est. Return
+35.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$322M
2
+$238M
3
+$50M
4
JPM icon
JPMorgan Chase
JPM
+$34M
5
BP icon
BP
BP
+$17.7M

Top Sells

1
+$376M
2
+$162M
3
+$135M
4
META icon
Meta Platforms (Facebook)
META
+$54.3M
5
ENPH icon
Enphase Energy
ENPH
+$52.9M

Sector Composition

1 Consumer Discretionary 18.91%
2 Technology 9.47%
3 Communication Services 5.4%
4 Energy 3.32%
5 Financials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20.9K ﹤0.01%
1,947
-1,500
252
$20.9K ﹤0.01%
417,092
253
$20.8K ﹤0.01%
1,916
254
$20.6K ﹤0.01%
294,332
+145,457
255
$20.6K ﹤0.01%
1,929
+529
256
$20.5K ﹤0.01%
1,963
-623
257
$20.5K ﹤0.01%
157,856
258
$20.3K ﹤0.01%
1,914
+1,364
259
$20.2K ﹤0.01%
133,701
-100
260
$20K ﹤0.01%
1,933
-115,752
261
$20K ﹤0.01%
86,758
+35,991
262
$19.9K ﹤0.01%
+975
263
$19.7K ﹤0.01%
414,962
+100
264
$19.7K ﹤0.01%
165,604
265
$19.4K ﹤0.01%
2,005
266
$19.4K ﹤0.01%
1,879
-133,392
267
$19.3K ﹤0.01%
1,800
268
$19.1K ﹤0.01%
1,737
269
$18.8K ﹤0.01%
215,603
270
$18.6K ﹤0.01%
1,787
+50
271
$18.6K ﹤0.01%
1,723
+100
272
$18.4K ﹤0.01%
1,723
-8,500
273
$18.4K ﹤0.01%
1,697
+1,677
274
$18K ﹤0.01%
1,638
275
$17.9K ﹤0.01%
1,679
+1,620
9 10
11
12 13