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
501
$218 ﹤0.01%
100
502
$191 ﹤0.01%
41
503
$180 ﹤0.01%
300
+100
504
$180 ﹤0.01%
6,628
+5,000
505
$170 ﹤0.01%
16,620
506
$157 ﹤0.01%
12,048
507
$152 ﹤0.01%
9,511
-1,601
508
$140 ﹤0.01%
1,400
509
$138 ﹤0.01%
11,483
-400
510
$100 ﹤0.01%
+100
511
$99 ﹤0.01%
583
512
$77 ﹤0.01%
950
-100
513
$72 ﹤0.01%
10,363
+200
514
$64 ﹤0.01%
300
515
$61 ﹤0.01%
6
-5,125
516
$55 ﹤0.01%
97
517
$38 ﹤0.01%
100
518
$37 ﹤0.01%
200
519
$32 ﹤0.01%
+3
520
$30 ﹤0.01%
500
+100
521
$28 ﹤0.01%
+200
522
$25 ﹤0.01%
20
523
$24 ﹤0.01%
300
+100
524
$23 ﹤0.01%
298
525
$21 ﹤0.01%
100
19 20
21
22 23