CS

Clear Street Portfolio holdings

AUM $19.1B
1-Year Est. Return 36.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.06%
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 +$303M
2 +$153M
3 +$145M
4
MSFT icon
Microsoft
MSFT
+$93.8M
5
COIN icon
Coinbase
COIN
+$78.7M

Top Sells

1 +$176M
2 +$66.1M
3 +$34.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.2M
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
651
-500
652
-796
653
-789
654
-100
655
-382,644
656
-500
657
-224,088
658
-4,732
659
-131,051
660
-1
661
-51
662
-20,677
663
-64
664
-269,165
665
-317,452
666
-93,407
667
-51,710
668
-9,305
669
-7,473
670
-27,010
671
-62,896
672
-40,655
673
-262,124
674
-1,017
675
-2,074