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
1126
$408K 0.01%
+14,703
1127
$408K 0.01%
+6,609
1128
$407K 0.01%
+24,205
1129
$407K 0.01%
+17,551
1130
$407K 0.01%
+21,025
1131
$406K 0.01%
+12,974
1132
$404K 0.01%
+15,590
1133
$404K 0.01%
+11,199
1134
$403K 0.01%
+4,239
1135
$403K 0.01%
+8,229
1136
$403K 0.01%
+17,877
1137
$401K 0.01%
+23,083
1138
$400K 0.01%
+7,202
1139
$399K 0.01%
+14,485
1140
$398K 0.01%
+54,163
1141
$398K 0.01%
+29,515
1142
$397K 0.01%
+20,562
1143
$396K 0.01%
+13,475
1144
$396K 0.01%
+34,811
1145
$395K 0.01%
+8,068
1146
$395K 0.01%
+11,943
1147
$394K 0.01%
+23,393
1148
$393K 0.01%
+3,070
1149
$392K 0.01%
+31,060
1150
$392K 0.01%
+5,353
44 45
46
47 48