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
201
$37K ﹤0.01%
3,188
-1,418
202
$37K ﹤0.01%
198,787
+32,000
203
$36.8K ﹤0.01%
147,000
204
$36K ﹤0.01%
52,167
+15,225
205
$35.6K ﹤0.01%
375,548
-300
206
$35.6K ﹤0.01%
3,312
+500
207
$34.8K ﹤0.01%
224,328
+522
208
$34.7K ﹤0.01%
158,641
+19,900
209
$34.7K ﹤0.01%
49,530
210
$33.9K ﹤0.01%
3,540
-399
211
$33.8K ﹤0.01%
3,280
-37,507
212
$33.2K ﹤0.01%
2,888
213
$32.8K ﹤0.01%
211,507
-900
214
$32.7K ﹤0.01%
3,227
-14,893
215
$32.4K ﹤0.01%
201,144
+19,700
216
$31.3K ﹤0.01%
572,163
217
$31.2K ﹤0.01%
367,640
218
$30.8K ﹤0.01%
+2,666
219
$30.2K ﹤0.01%
207,974
+32,961
220
$29.8K ﹤0.01%
154,662
-45
221
$29.8K ﹤0.01%
+2,957
222
$29.7K ﹤0.01%
18,680
223
$29.7K ﹤0.01%
299,504
-100
224
$29.1K ﹤0.01%
100,483
+22,861
225
$29.1K ﹤0.01%
155,185
+33,900
7 8
9
10 11