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
401
$5.05K ﹤0.01%
67,364
402
$4.7K ﹤0.01%
29,294
403
$4.66K ﹤0.01%
51,797
+205
404
$4.58K ﹤0.01%
76,242
+200
405
$4.3K ﹤0.01%
143,462
-100
406
$4.29K ﹤0.01%
179,451
+94,540
407
$4K ﹤0.01%
354,419
-100
408
$3.89K ﹤0.01%
111,229
+100
409
$3.77K ﹤0.01%
409,933
+200
410
$3.62K ﹤0.01%
15,728
411
$3.59K ﹤0.01%
5,654
412
$3.49K ﹤0.01%
31,757
413
$3.39K ﹤0.01%
109,461
-445
414
$3.36K ﹤0.01%
146,187
-200
415
$3.36K ﹤0.01%
1,400
+700
416
$3.35K ﹤0.01%
23,951
+90
417
$3.33K ﹤0.01%
+15,000
418
$3.31K ﹤0.01%
82,642
-200
419
$3.25K ﹤0.01%
+140
420
$3.11K ﹤0.01%
+310
421
$3.05K ﹤0.01%
61,083
422
$3.05K ﹤0.01%
180,466
-100
423
$3K ﹤0.01%
127,643
-100
424
$2.83K ﹤0.01%
35
-227
425
$2.7K ﹤0.01%
246
15 16
17
18 19