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CS

Clear Street Portfolio holdings

AUM $17.8B
1-Year Est. Return 56.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.26%
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
676
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-27,010
677
– –
-62,896
678
– –
-40,655
679
– –
-262,124
680
– –
-1,017
681
– –
-2,074
682
– –
-90,287
683
– –
-7,196
684
– –
-178,336
685
– –
-560
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