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
476
$750 ﹤0.01%
+100,000
477
$744 ﹤0.01%
57,642
-300
478
$709 ﹤0.01%
59
+56
479
$683 ﹤0.01%
114
-711
480
$658 ﹤0.01%
100
481
$632 ﹤0.01%
59
+6
482
$620 ﹤0.01%
55,858
-600
483
$583 ﹤0.01%
+58
484
$582 ﹤0.01%
1,292
485
$569 ﹤0.01%
9,444
-705
486
$477 ﹤0.01%
11,913
-200
487
$471 ﹤0.01%
+46
488
$447 ﹤0.01%
8,961
-400
489
$409 ﹤0.01%
36,802
-400
490
$391 ﹤0.01%
30,100
-100
491
$371 ﹤0.01%
+42
492
$351 ﹤0.01%
3,191
-893
493
$313 ﹤0.01%
1,564
-297
494
$310 ﹤0.01%
3,208
+18
495
$305 ﹤0.01%
13,502
+100
496
$269 ﹤0.01%
7,592
497
$268 ﹤0.01%
2,680
498
$262 ﹤0.01%
4,449
499
$256 ﹤0.01%
29,100
-200
500
$233 ﹤0.01%
23
-4,432
18 19
20
21 22