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
1076
$447K 0.01%
+9,318
1077
$447K 0.01%
+7,112
1078
$447K 0.01%
+42,536
1079
$447K 0.01%
+13,711
1080
$445K 0.01%
+32,653
1081
$445K 0.01%
+30,632
1082
$444K 0.01%
+5,436
1083
$444K 0.01%
+31,860
1084
$443K 0.01%
+34,766
1085
$442K 0.01%
+10,518
1086
$442K 0.01%
+13,568
1087
$441K 0.01%
+32,989
1088
$441K 0.01%
+4,159
1089
$440K 0.01%
+145,810
1090
$438K 0.01%
+32,922
1091
$438K 0.01%
+34,035
1092
$437K 0.01%
+28,950
1093
$435K 0.01%
+11,427
1094
$435K 0.01%
+6,076
1095
$433K 0.01%
+7,079
1096
$432K 0.01%
+19,658
1097
$431K 0.01%
+26,608
1098
$431K 0.01%
+15,178
1099
$430K 0.01%
+37,651
1100
$430K 0.01%
+32,213
42 43
44
45 46