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
926
$616K 0.01%
+42,972
927
$613K 0.01%
+100,185
928
$612K 0.01%
+16,681
929
$610K 0.01%
+13,242
930
$610K 0.01%
+52,062
931
$608K 0.01%
+5,444
932
$607K 0.01%
+37,680
933
$606K 0.01%
+47,054
934
$604K 0.01%
+11,207
935
$604K 0.01%
+23,935
936
$603K 0.01%
+14,269
937
$603K 0.01%
+49,185
938
$602K 0.01%
+24,359
939
$601K 0.01%
+43,846
940
$600K 0.01%
+41,327
941
$600K 0.01%
+41,301
942
$598K 0.01%
+5,227
943
$597K 0.01%
+4,127
944
$595K 0.01%
+7,357
945
$594K 0.01%
+4,908
946
$593K 0.01%
+3,021
947
$593K 0.01%
+7,036
948
$588K 0.01%
+7,761
949
$588K 0.01%
+15,718
950
$587K 0.01%
+22,632
36 37
38
39 40