CS
Clear Street Portfolio holdings
AUM
$17B
1-Year Return
24.72%
This Quarter Return
+6.46%
1 Year Return
+24.72%
3 Year Return
+55.03%
5 Year Return
–
10 Year Return
–
AUM
$2.92B
AUM Growth
+$878M
(+43%)
Cap. Flow
+$836M
Cap. Flow
% of AUM
28.69%
Top 10 Holdings %
Top 10 Hldgs %
95.51%
Holding
998
New
142
Increased
275
Reduced
177
Closed
169
Top Buys
| 1 |
Microsoft
MSFT
|
+$690M |
| 2 |
Meta Platforms (Facebook)
META
|
+$631M |
| 3 |
Apple
AAPL
|
+$316M |
| 4 |
Amazon
AMZN
|
+$292M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$175M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.19B |
| 2 |
Tesla
TSLA
|
+$322M |
| 3 |
Exxon Mobil
XOM
|
+$50M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$34.9M |
| 5 |
JPMorgan Chase
JPM
|
+$34M |
Sector Composition
| 1 | Technology | 46.16% |
| 2 | Communication Services | 31.87% |
| 3 | Consumer Discretionary | 12.53% |
| 4 | Financials | 4.98% |
| 5 | Healthcare | 3.56% |
