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
1201
$358K 0.01%
+5,946
1202
$356K 0.01%
+6,873
1203
$355K 0.01%
+11,037
1204
$355K 0.01%
+25,659
1205
$355K 0.01%
+3,369
1206
$354K 0.01%
+11,524
1207
$353K 0.01%
+5,947
1208
$353K 0.01%
+10,436
1209
$353K 0.01%
+8,529
1210
$352K 0.01%
+17,639
1211
$352K 0.01%
+25,556
1212
$352K 0.01%
+5,804
1213
$351K 0.01%
+25,284
1214
$351K 0.01%
+9,368
1215
$351K 0.01%
+13,000
1216
$350K 0.01%
+4,704
1217
$349K 0.01%
+17,348
1218
$347K 0.01%
+10,183
1219
$347K 0.01%
+14,501
1220
$346K 0.01%
+7,710
1221
$346K 0.01%
+9,402
1222
$346K 0.01%
+15,697
1223
$345K 0.01%
+13,782
1224
$345K 0.01%
+12,726
1225
$344K 0.01%
+2,147
47 48
49
50 51