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
1151
$391K 0.01%
+22,783
1152
$391K 0.01%
+50,964
1153
$390K 0.01%
+49,100
1154
$390K 0.01%
+23,402
1155
$390K 0.01%
+7,617
1156
$390K 0.01%
+14,273
1157
$389K 0.01%
+9,933
1158
$388K 0.01%
+10,890
1159
$388K 0.01%
+11,235
1160
$387K 0.01%
+26,049
1161
$387K 0.01%
+66,269
1162
$387K 0.01%
+3,728
1163
$387K 0.01%
+10,985
1164
$387K 0.01%
+17,881
1165
$387K 0.01%
+22,000
1166
$385K 0.01%
+18,273
1167
$384K 0.01%
+30,000
1168
$383K 0.01%
+14,168
1169
$382K 0.01%
+20,306
1170
$382K 0.01%
+7,867
1171
$381K 0.01%
+44,285
1172
$380K 0.01%
+17,847
1173
$379K 0.01%
+29,860
1174
$377K 0.01%
+7,319
1175
$376K 0.01%
+25,435
45 46
47
48 49