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
876
$674K 0.01%
+31,370
877
$674K 0.01%
+45,901
878
$672K 0.01%
+24,168
879
$671K 0.01%
+28,893
880
$670K 0.01%
+12,263
881
$669K 0.01%
+22,453
882
$668K 0.01%
+12,555
883
$666K 0.01%
+16,961
884
$665K 0.01%
+47,674
885
$665K 0.01%
+94,722
886
$662K 0.01%
+22,933
887
$662K 0.01%
+32,224
888
$662K 0.01%
+23,159
889
$660K 0.01%
+14,860
890
$660K 0.01%
+16,076
891
$660K 0.01%
+9,856
892
$658K 0.01%
+44,180
893
$657K 0.01%
+47,140
894
$657K 0.01%
+9,819
895
$657K 0.01%
+47,279
896
$654K 0.01%
+6,441
897
$654K 0.01%
+19,350
898
$654K 0.01%
+26,273
899
$651K 0.01%
+35,555
900
$650K 0.01%
+36,103
34 35
36
37 38