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
$237K﹤0.01% 63,096
+50,152
+387%
+$188K
$237K﹤0.01% 9,659
-521
-5%
-$12.8K
$237K﹤0.01% 25,469
+139
+0.6%
+$1.29K
$237K﹤0.01% 6,849
-2,738
-29%
-$94.7K
$237K﹤0.01%
+14,589
New
+$237K
$236K﹤0.01% 5,438
-570
-9%
-$24.7K
$235K﹤0.01% 3,327
-7
-0.2%
-$494
$235K﹤0.01% 4,586
-9,936
-68%
-$509K
$235K﹤0.01% 22,308
-616
-3%
-$6.49K
$234K﹤0.01% 4,036
-2,166
-35%
-$126K
$234K﹤0.01% 17,962
+154
+0.9%
+$2.01K
$234K﹤0.01% 41,500
+6,500
+19%
+$36.7K
$234K﹤0.01% 3,640
-743
-17%
-$47.8K
$233K﹤0.01%
+13,670
New
+$233K
$233K﹤0.01%
+9,609
New
+$233K
$232K﹤0.01% 50,000
-10,000
-17%
-$46.4K
$232K﹤0.01% 33,782
-18,452
-35%
-$127K
$232K﹤0.01% 4,003
+5
+0.1%
+$290
$232K﹤0.01% 1,923
-18
-0.9%
-$2.17K
$232K﹤0.01% 4,073
+99
+2%
+$5.64K
$230K﹤0.01% 7,891
+27
+0.3%
+$787
$229K﹤0.01% 22,558
+1,472
+7%
+$14.9K
$229K﹤0.01% 3,996
-5
-0.1%
-$287
$229K﹤0.01% 6,088
-413
-6%
-$15.5K
$229K﹤0.01% 5,734
+41
+0.7%
+$1.64K