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
1251
$326K 0.01%
+39,045
1252
$326K 0.01%
+51,642
1253
$326K 0.01%
+19,562
1254
$325K 0.01%
+8,579
1255
$325K 0.01%
+3,912
1256
$325K 0.01%
+7,478
1257
$323K 0.01%
+7,090
1258
$323K 0.01%
+18,922
1259
$322K 0.01%
+24,350
1260
$321K 0.01%
+11,599
1261
$321K 0.01%
+11,166
1262
$321K 0.01%
+15,143
1263
$319K 0.01%
+33,368
1264
$319K 0.01%
+31,503
1265
$319K 0.01%
+25,861
1266
$317K 0.01%
+9,028
1267
$317K 0.01%
+6,459
1268
$317K 0.01%
+13,856
1269
$317K 0.01%
+24,457
1270
$315K 0.01%
+3,296
1271
$315K 0.01%
+16,042
1272
$315K 0.01%
+11,265
1273
$313K 0.01%
+2,067
1274
$313K 0.01%
+6,514
1275
$313K 0.01%
+4,710
49 50
51
52 53