Commonwealth Equity Services

Commonwealth Equity Services Portfolio holdings

AUM $70.7B
This Quarter Return
-1.92%
1 Year Return
+9.46%
3 Year Return
+28.62%
5 Year Return
+125.57%
10 Year Return
+176.6%
AUM
$70.7B
AUM Growth
+$2.25B
Cap. Flow
+$4.3B
Cap. Flow %
6.09%
Top 10 Hldgs %
18.43%
Holding
4,336
New
249
Increased
2,450
Reduced
1,387
Closed
164
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$869K﹤0.01% 26,956
+3,373
+14%
+$109K
$867K﹤0.01% 21,940
+3
+0%
+$119
$867K﹤0.01% 26,432
+3,188
+14%
+$105K
$866K﹤0.01% 4,393
-345
-7%
-$68K
$865K﹤0.01% 27,388
-8,114
-23%
-$256K
$864K﹤0.01% 11,073
-7,960
-42%
-$621K
$861K﹤0.01% 21,489
-243
-1%
-$9.74K
$860K﹤0.01%
+36,211
New
+$860K
$859K﹤0.01% 35,009
-3,974
-10%
-$97.5K
$859K﹤0.01% 24,713
-7,951
-24%
-$276K
$858K﹤0.01% 18,088
-1,190
-6%
-$56.4K
$858K﹤0.01% 16,797
+7,514
+81%
+$384K
$857K﹤0.01% 105,806
+2,115
+2%
+$17.1K
$856K﹤0.01% 103,924
-13,840
-12%
-$114K
$855K﹤0.01% 43,117
-167
-0.4%
-$3.31K
$854K﹤0.01% 18,332
+8,898
+94%
+$415K
$851K﹤0.01% 28,703
+2,798
+11%
+$83K
$849K﹤0.01% 14,474
-1,823
-11%
-$107K
$848K﹤0.01% 63,718
+6,127
+11%
+$81.5K
$847K﹤0.01% 56,461
-11,865
-17%
-$178K
$846K﹤0.01% 29,485
+202
+0.7%
+$5.8K
$846K﹤0.01% 20,210
+179
+0.9%
+$7.49K
$844K﹤0.01% 45,898
+43
+0.1%
+$791
$844K﹤0.01% 19,603
+3,521
+22%
+$152K
$842K﹤0.01% 66,758
-2,161
-3%
-$27.3K