Commonwealth Equity Services Portfolio holdings
AUM
$75.7B
This Quarter Return
+4.89%
1 Year Return
+17%
3 Year Return
+64.32%
5 Year Return
+107.58%
10 Year Return
+207.41%
AUM
$14.9B
AUM Growth
+$14.9B
(+10%)
Cap. Flow
+$859M
Cap. Flow
% of AUM
5.75%
Top 10 Holdings %
Top 10 Hldgs %
18.79%
Holding
2,535
New
217
Increased
1,440
Reduced
677
Closed
121
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.53% |
| 2 | Technology | 6.02% |
| 3 | Healthcare | 5.31% |
| 4 | Consumer Staples | 4.81% |
| 5 | Industrials | 4.5% |