CS
Clear Street Portfolio holdings
AUM
$17B
1-Year Return
24.72%
This Quarter Return
+3.73%
1 Year Return
+24.72%
3 Year Return
+55.03%
5 Year Return
–
10 Year Return
–
AUM
$4.19B
AUM Growth
+$1.27B
(+44%)
Cap. Flow
+$1.06B
Cap. Flow
% of AUM
25.32%
Top 10 Holdings %
Top 10 Hldgs %
83.25%
Holding
939
New
109
Increased
230
Reduced
242
Closed
135
Top Buys
| 1 |
NVIDIA
NVDA
|
+$278M |
| 2 |
Amazon
AMZN
|
+$160M |
| 3 |
Apple
AAPL
|
+$126M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$110M |
| 5 |
Adobe
ADBE
|
+$105M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$164M |
| 2 |
UnitedHealth
UNH
|
+$98.9M |
| 3 |
FEXD
Fintech Ecosystem Development Corp. Class A Common Stock
FEXD
|
+$3.01M |
| 4 |
HUDA
Hudson Acquisition I Corp. Common Stock
HUDA
|
+$2.85M |
| 5 |
DYCQU
DT Cloud Acquisition Corporation Unit
DYCQU
|
+$2.64M |
Sector Composition
| 1 | Technology | 50.05% |
| 2 | Communication Services | 25.44% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Financials | 7.67% |
| 5 | Consumer Staples | 2.24% |
