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
826
$743K 0.01%
+14,357
827
$738K 0.01%
+12,749
828
$737K 0.01%
+25,746
829
$734K 0.01%
+11,148
830
$734K 0.01%
+14,540
831
$731K 0.01%
+17,950
832
$730K 0.01%
+41,942
833
$729K 0.01%
+12,184
834
$728K 0.01%
+46,185
835
$724K 0.01%
+12,641
836
$724K 0.01%
+14,903
837
$723K 0.01%
+78,391
838
$722K 0.01%
+188,109
839
$718K 0.01%
+16,048
840
$718K 0.01%
+51,233
841
$717K 0.01%
+8,915
842
$717K 0.01%
+27,572
843
$716K 0.01%
+54,882
844
$714K 0.01%
+11,253
845
$714K 0.01%
+12,329
846
$714K 0.01%
+8,529
847
$712K 0.01%
+14,304
848
$711K 0.01%
+35,768
849
$709K 0.01%
+22,944
850
$709K 0.01%
+17,874
32 33
34
35 36