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
$825K﹤0.01% 290,531
-15,792
-5%
-$44.8K
$825K﹤0.01% 699
-7
-1%
-$8.26K
$824K﹤0.01% 39,181
-103,438
-73%
-$2.18M
$820K﹤0.01% 21,221
+4,188
+25%
+$162K
$820K﹤0.01% 47,629
+333
+0.7%
+$5.73K
$817K﹤0.01% 17,307
+11,135
+180%
+$526K
$815K﹤0.01% 14,829
-3,947
-21%
-$217K
$815K﹤0.01%
+17,196
New
+$815K
$814K﹤0.01% 21,336
+17
+0.1%
+$649
$813K﹤0.01% 44,552
-1,422
-3%
-$25.9K
$813K﹤0.01% 301
$812K﹤0.01% 25,084
-5,280
-17%
-$171K
$812K﹤0.01% 34,526
+2,212
+7%
+$52K
$812K﹤0.01% 24,132
+9,673
+67%
+$325K
$810K﹤0.01% 1,430
+10
+0.7%
+$5.66K
$808K﹤0.01% 178,418
+138,940
+352%
+$629K
$807K﹤0.01%
+40,688
New
+$807K
$805K﹤0.01% 28,930
-2,487
-8%
-$69.2K
$803K﹤0.01% 4,913
+98
+2%
+$16K
$802K﹤0.01% 585,541
+58,480
+11%
+$80.1K
$802K﹤0.01% 53,119
+2,602
+5%
+$39.3K
$800K﹤0.01% 4,386
-117
-3%
-$21.3K
$799K﹤0.01% 5,144
+700
+16%
+$109K
$797K﹤0.01% 479,830
+45,795
+11%
+$76.1K
$797K﹤0.01% 39,713
-2,103
-5%
-$42.2K