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
1176
$376K 0.01%
+19,434
1177
$375K 0.01%
+4,152
1178
$374K 0.01%
+27,695
1179
$374K 0.01%
+28,542
1180
$374K 0.01%
+7,444
1181
$371K 0.01%
+18,352
1182
$370K 0.01%
+3,512
1183
$370K 0.01%
+7,327
1184
$370K 0.01%
+6,120
1185
$370K 0.01%
+4,271
1186
$370K 0.01%
+28,450
1187
$369K 0.01%
+11,785
1188
$369K 0.01%
+3,341
1189
$368K 0.01%
+9,797
1190
$368K 0.01%
+14,453
1191
$368K 0.01%
+22,709
1192
$367K 0.01%
+11,299
1193
$366K 0.01%
+1,043,480
1194
$366K 0.01%
+17,261
1195
$365K 0.01%
+10,832
1196
$364K 0.01%
+30,107
1197
$362K 0.01%
+4,748
1198
$361K 0.01%
+9,897
1199
$360K 0.01%
+14,651
1200
$359K 0.01%
+40,000
46 47
48
49 50