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Commonwealth Equity Services

Commonwealth Equity Services Portfolio holdings

AUM $71.6B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
+5.02%
1 Year Est. Return
+21.08%
3 Year Est. Return
+64.42%
5 Year Est. Return
+73.55%
10 Year Est. Return
+239.11%
AUM
$18.3B
AUM Growth
+$1.59B
Cap. Flow
+$809M
Cap. Flow %
4.42%
Top 10 Hldgs %
18.53%
Holding
2,784
New
219
Increased
1,463
Reduced
888
Closed
106

Sector Composition

Rank Sector Weight
1 Technology 6.45%
2 Financials 6.32%
3 Healthcare 4.95%
4 Industrials 4.32%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALEX
2626
DELISTED
Alexander & Baldwin
ALEX
-5,591
Closed -$259K
ALKS icon
2627
Alkermes
ALKS
$8.81B
-4,246
Closed -$216K
ASRT
2628
DELISTED
Assertio
ASRT
-579
Closed -$201K
BKH icon
2629
Black Hills Corp
BKH
$5.72B
-3,167
Closed -$218K
CALX icon
2630
Calix
CALX
$2.31B
-12,550
Closed -$63K
CSBR icon
2631
Champions Oncology
CSBR
$84M
-16,767
Closed -$62K
CVCO icon
2632
Cavco Industries
CVCO
$4.42B
-1,478
Closed -$218K
DBVT
2633
DBV Technologies
DBVT
$813M
-550
Closed -$233K
DOG
2634
ProShares Short Dow30
DOG
$96.7M
-3,263
Closed -$216K
DXCM icon
2635
DexCom
DXCM
$27.5B
-16,328
Closed -$200K
EFOI icon
2636
Energy Focus
EFOI
$18.5M
-365
Closed -$35K
ENR icon
2637
Energizer
ENR
$1.44B
-16,156
Closed -$744K
ERII icon
2638
Energy Recovery
ERII
$437M
-10,675
Closed -$84K
EVF
2639
Eaton Vance Senior Income Trust
EVF
$90.5M
-11,123
Closed -$74K
FUND
2640
Sprott Focus Trust
FUND
$296M
-11,191
Closed -$87K
GME icon
2641
GameStop
GME
$9.58B
-68,656
Closed -$355K
HEEM icon
2642
iShares Currency Hedged MSCI Emerging Markets
HEEM
$272M
-8,085
Closed -$209K
HOPE icon
2643
Hope Bancorp
HOPE
$1.73B
-10,385
Closed -$184K
HUBB icon
2644
Hubbell
HUBB
$25.9B
-3,887
Closed -$451K
IMO icon
2645
Imperial Oil
IMO
$61.9B
-6,376
Closed -$204K
IRT icon
2646
Independence Realty Trust
IRT
$3.89B
-11,762
Closed -$120K
LODE icon
2647
Comstock
LODE
$225M
-48
Closed -$2K
MATX icon
2648
Matsons
MATX
$6.46B
-8,226
Closed -$232K
MMLP icon
2649
Martin Midstream Partners
MMLP
$95.5M
-24,263
Closed -$377K
MPA icon
2650
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$142M
-12,558
Closed -$181K

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Commonwealth Equity Services's Q4 2017 Portfolio in Review

As of Q4 2017, Commonwealth Equity Services held 2,784 positions worth $18.3B, up 9.5% from $16.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Commonwealth Equity Services deployed $809M of net new capital in Q4 2017, opening 219 new positions and adding to 1,463 existing holdings. Its largest new stake was Corporate Capital Trust, Inc.: 669,463 shares worth $10.7M.

By sector, the portfolio is most concentrated in Technology at 6.4% of assets, up from 6.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Russell 1000 Growth ETF, an estimated $16.5M trimmed.

  • Commonwealth Equity Services's largest Q4 2017 buy was Corporate Capital Trust, Inc.: 669,463 shares worth $10.7M.
  • Commonwealth Equity Services added most to Vanguard Total Stock Market ETF in Q4 2017, an estimated $44.4M increase.
  • Commonwealth Equity Services's biggest Q4 2017 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $16.5M.
  • Commonwealth Equity Services fully exited CR Bard Inc. in Q4 2017, selling an estimated $3.45M.
  • Commonwealth Equity Services's ten largest holdings make up 19% of its $18.3B portfolio in Q4 2017.
  • Commonwealth Equity Services opened 219 new positions and closed 106 in Q4 2017.
  • Commonwealth Equity Services's portfolio value rose 9.5% quarter-over-quarter to $18.3B.

Based on Commonwealth Equity Services's 13F filing for Q4 2017, filed 12 Feb 2018.