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
776
$812K 0.01%
+32,860
777
$805K 0.01%
+18,680
778
$804K 0.01%
+13,589
779
$801K 0.01%
+18,696
780
$798K 0.01%
+104,835
781
$798K 0.01%
+19,454
782
$797K 0.01%
+2,377
783
$794K 0.01%
+166,855
784
$793K 0.01%
+24,148
785
$793K 0.01%
+15,607
786
$792K 0.01%
+20,716
787
$791K 0.01%
+19,268
788
$789K 0.01%
+24,233
789
$787K 0.01%
+25,382
790
$785K 0.01%
+25,431
791
$784K 0.01%
+32,564
792
$783K 0.01%
+13,802
793
$782K 0.01%
+25,334
794
$778K 0.01%
+8,542
795
$776K 0.01%
+14,542
796
$775K 0.01%
+37,258
797
$775K 0.01%
+29,708
798
$775K 0.01%
+24,713
799
$775K 0.01%
+12,263
800
$773K 0.01%
+58,048
30 31
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