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
1326
$288K 0.01%
+19,022
1327
$287K 0.01%
+13,733
1328
$286K 0.01%
+13,749
1329
$286K 0.01%
+15,280
1330
$286K 0.01%
+8,475
1331
$285K 0.01%
+3,026
1332
$285K 0.01%
+8,098
1333
$284K 0.01%
+6,929
1334
$284K 0.01%
+10,485
1335
$283K 0.01%
+20,712
1336
$283K 0.01%
+22,313
1337
$283K 0.01%
+22,955
1338
$282K 0.01%
+3,560
1339
$282K 0.01%
+3,476
1340
$282K 0.01%
+6,699
1341
$282K 0.01%
+6,492
1342
$282K 0.01%
+30,124
1343
$281K 0.01%
+15,101
1344
$281K 0.01%
+4,598
1345
$280K ﹤0.01%
+15,197
1346
$280K ﹤0.01%
+1,204
1347
$279K ﹤0.01%
+3,045
1348
$279K ﹤0.01%
+4,021
1349
$278K ﹤0.01%
+6,841
1350
$278K ﹤0.01%
+22,013
52 53
54
55 56