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
901
$648K 0.01%
+56,003
902
$646K 0.01%
+21,418
903
$646K 0.01%
+5,330
904
$646K 0.01%
+63,677
905
$645K 0.01%
+23,622
906
$643K 0.01%
+53,375
907
$642K 0.01%
+9,620
908
$641K 0.01%
+15,075
909
$641K 0.01%
+31,884
910
$641K 0.01%
+23,340
911
$640K 0.01%
+115,602
912
$639K 0.01%
+16,122
913
$636K 0.01%
+17,077
914
$633K 0.01%
+70,061
915
$631K 0.01%
+10,220
916
$629K 0.01%
+43,938
917
$629K 0.01%
+41,753
918
$626K 0.01%
+1,189
919
$625K 0.01%
+15,631
920
$623K 0.01%
+11,069
921
$622K 0.01%
+17,824
922
$621K 0.01%
+62,193
923
$620K 0.01%
+11,711
924
$619K 0.01%
+19,371
925
$618K 0.01%
+6,830
35 36
37
38 39