Commonwealth Equity Services

Commonwealth Equity Services Portfolio holdings

AUM $77.2B
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$136M
3
+$134M
4
AAPL icon
Apple
AAPL
+$109M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$83.8M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.58%
2 Technology 6.44%
3 Healthcare 5.49%
4 Financials 5.47%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.36M 0.04%
+22,917
377
$2.35M 0.04%
+83,951
378
$2.34M 0.04%
+24,295
379
$2.34M 0.04%
+61,096
380
$2.34M 0.04%
+173,583
381
$2.33M 0.04%
+44,736
382
$2.33M 0.04%
+281,960
383
$2.33M 0.04%
+10,813
384
$2.32M 0.04%
+30,058
385
$2.32M 0.04%
+57,512
386
$2.31M 0.04%
+57,145
387
$2.31M 0.04%
+66,268
388
$2.29M 0.04%
+30,941
389
$2.27M 0.04%
+16,156
390
$2.27M 0.04%
+31,550
391
$2.25M 0.04%
+117,778
392
$2.22M 0.04%
+48,763
393
$2.21M 0.04%
+94,599
394
$2.18M 0.04%
+50,912
395
$2.18M 0.04%
+76,852
396
$2.17M 0.04%
+99,901
397
$2.17M 0.04%
+48,582
398
$2.17M 0.04%
+88,779
399
$2.16M 0.04%
+63,678
400
$2.16M 0.04%
+61,368
14 15
16
17 18