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
$5.06B
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$147M
3
+$134M
4
MSFT icon
Microsoft
MSFT
+$86.3M
5
COIN icon
Coinbase
COIN
+$56M

Top Sells

1
+$176M
2
+$66.1M
3
+$34.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20M
5
MSTR icon
Strategy Inc
MSTR
+$13.2M

Sector Composition

1 Technology 58.61%
2 Communication Services 20.23%
3 Consumer Discretionary 13.51%
4 Financials 4.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.81K ﹤0.01%
234,954
377
$6.66K ﹤0.01%
8,876
+7,947
378
$6.56K ﹤0.01%
+653
379
$6.48K ﹤0.01%
40,498
+27,141
380
$6.45K ﹤0.01%
82,951
+82,851
381
$6.29K ﹤0.01%
161,162
-200
382
$6.2K ﹤0.01%
+1,108
383
$6.08K ﹤0.01%
29,022
384
$6.01K ﹤0.01%
595
+501
385
$6K ﹤0.01%
500
-29,385
386
$5.92K ﹤0.01%
598,006
-729
387
$5.88K ﹤0.01%
+1,000
388
$5.83K ﹤0.01%
281,721
-500
389
$5.75K ﹤0.01%
+559
390
$5.56K ﹤0.01%
91,721
-300
391
$5.5K ﹤0.01%
309,060
-200
392
$5.43K ﹤0.01%
217,237
393
$5.38K ﹤0.01%
219,402
-200
394
$5.29K ﹤0.01%
+17,647
395
$5.24K ﹤0.01%
7,599
396
$5.23K ﹤0.01%
510
-26,298
397
$5.2K ﹤0.01%
129,279
+99,700
398
$5.15K ﹤0.01%
447
-103,882
399
$5.09K ﹤0.01%
126,581
-100
400
$5.07K ﹤0.01%
467
+405
14 15
16
17 18