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
526
$20 ﹤0.01%
99
527
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2
-4,900
528
$19 ﹤0.01%
+100
529
$19 ﹤0.01%
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530
$18 ﹤0.01%
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531
$18 ﹤0.01%
100
532
$12 ﹤0.01%
100
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81
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$10 ﹤0.01%
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541
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549
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550
$1 ﹤0.01%
84
-100
20 21
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