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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
-3.27%
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
$43.7B
AUM Growth
-$654M
Cap. Flow
+$1.55B
Cap. Flow %
3.54%
Top 10 Hldgs %
18.76%
Holding
3,868
New
224
Increased
1,970
Reduced
1,386
Closed
163

Sector Composition

Rank Sector Weight
1 Technology 11.86%
2 Financials 5.98%
3 Healthcare 4.98%
4 Consumer Discretionary 4.84%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKYI
3701
BIO-key International
BKYI
$4.94M
-122
Closed -$48K
BL icon
3702
BlackLine
BL
$1.69B
-1,961
Closed -$203K
BNDW icon
3703
Vanguard Total World Bond ETF
BNDW
$1.88B
-7,050
Closed -$553K
BSY icon
3704
Bentley Systems
BSY
$9.54B
-4,189
Closed -$202K
CAMT icon
3705
Camtek
CAMT
$6.9B
-5,174
Closed -$238K
CCLD icon
3706
CareCloud
CCLD
$94.3M
-12,640
Closed -$79K
CCS icon
3707
Century Communities
CCS
$2B
-6,836
Closed -$559K
CDNA icon
3708
CareDx
CDNA
$1.92B
-8,393
Closed -$381K
CEMB icon
3709
iShares JPMorgan EM Corporate Bond ETF
CEMB
$393M
-4,568
Closed -$232K
CRVO icon
3710
CervoMed
CRVO
$24.6M
-135
Closed -$3K
CTRE icon
3711
CareTrust REIT
CTRE
$10.2B
-9,662
Closed -$220K
CVLT icon
3712
Commault Systems
CVLT
$5.89B
-10,650
Closed -$734K
CYRX icon
3713
CryoPort
CYRX
$775M
-4,140
Closed -$244K
DAVA icon
3714
Endava
DAVA
$141M
-2,003
Closed -$336K
DECK icon
3715
Deckers Outdoor
DECK
$13.3B
-22,752
Closed -$1.39M
DINT icon
3716
Davis Select International ETF
DINT
$279M
-25,618
Closed -$496K
DNLI icon
3717
Denali Therapeutics
DNLI
$3.67B
-4,636
Closed -$206K
EBIZ icon
3718
Global X E-commerce ETF
EBIZ
$26.9M
-17,044
Closed -$467K
EOT
3719
Eaton Vance National Municipal Opportunities Trust
EOT
$267M
-9,515
Closed -$210K
ERH
3720
Allspring Utilities & High Income Fund
ERH
$105M
-39,386
Closed -$580K
EUDG icon
3721
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$67.6M
-55,228
Closed -$1.9M
EXI icon
3722
iShares Global Industrials ETF
EXI
$1.41B
-2,257
Closed -$278K
FMAG icon
3723
Fidelity Magellan ETF
FMAG
$247M
-7,981
Closed -$201K
FOXF icon
3724
Fox Factory Holding Corp
FOXF
$776M
-1,214
Closed -$206K
FRO icon
3725
Frontline
FRO
$8.75B
-13,031
Closed -$92K

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Commonwealth Equity Services's Q1 2022 Portfolio in Review

As of Q1 2022, Commonwealth Equity Services held 3,868 positions worth $43.7B, down 1.5% from $44.4B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Commonwealth Equity Services deployed $1.55B of net new capital in Q1 2022, opening 224 new positions and adding to 1,970 existing holdings. Its largest new stake was Shell: 319,280 shares worth $17.5M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Vanguard Total International Bond ETF, an estimated $51.8M trimmed.

  • Commonwealth Equity Services's largest Q1 2022 buy was Shell: 319,280 shares worth $17.5M.
  • Commonwealth Equity Services added most to iShares Core S&P 500 ETF in Q1 2022, an estimated $55.2M increase.
  • Commonwealth Equity Services's biggest Q1 2022 reduction was Vanguard Total International Bond ETF, cutting an estimated $51.8M.
  • Commonwealth Equity Services fully exited Xilinx Inc in Q1 2022, selling an estimated $8.28M.
  • Commonwealth Equity Services's ten largest holdings make up 19% of its $43.7B portfolio in Q1 2022.
  • Commonwealth Equity Services opened 224 new positions and closed 163 in Q1 2022.
  • Commonwealth Equity Services's portfolio value fell 1.5% quarter-over-quarter to $43.7B.

Based on Commonwealth Equity Services's 13F filing for Q1 2022, filed 4 May 2022.