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
851
$707K 0.01%
+13,589
852
$706K 0.01%
+69,642
853
$706K 0.01%
+44,422
854
$706K 0.01%
+17,490
855
$704K 0.01%
+3,132
856
$702K 0.01%
+46,575
857
$701K 0.01%
+37,497
858
$701K 0.01%
+71,194
859
$700K 0.01%
+14,058
860
$698K 0.01%
+42,839
861
$697K 0.01%
+2,548
862
$694K 0.01%
+60,104
863
$694K 0.01%
+46,296
864
$693K 0.01%
+14,751
865
$690K 0.01%
+28,140
866
$690K 0.01%
+46,072
867
$689K 0.01%
+4,160
868
$688K 0.01%
+12,330
869
$686K 0.01%
+15,236
870
$684K 0.01%
+9,894
871
$682K 0.01%
+13,149
872
$678K 0.01%
+13,405
873
$678K 0.01%
+26,269
874
$676K 0.01%
+11,652
875
$676K 0.01%
+46,960
33 34
35
36 37