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
1301
$302K 0.01%
+27,800
1302
$299K 0.01%
+764
1303
$298K 0.01%
+17,380
1304
$297K 0.01%
+8,054
1305
$295K 0.01%
+4,836
1306
$295K 0.01%
+44,698
1307
$295K 0.01%
+161
1308
$295K 0.01%
+12,155
1309
$294K 0.01%
+22,120
1310
$294K 0.01%
+16,994
1311
$294K 0.01%
+17,895
1312
$294K 0.01%
+12,718
1313
$293K 0.01%
+22,095
1314
$293K 0.01%
+7,772
1315
$292K 0.01%
+5,582
1316
$292K 0.01%
+11,514
1317
$292K 0.01%
+24,923
1318
$292K 0.01%
+5,852
1319
$291K 0.01%
+11,982
1320
$291K 0.01%
+11,375
1321
$290K 0.01%
+5,144
1322
$290K 0.01%
+77,636
1323
$289K 0.01%
+10,500
1324
$289K 0.01%
+6,274
1325
$288K 0.01%
+27,030
51 52
53
54 55