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
1351
$277K ﹤0.01%
+8,060
1352
$277K ﹤0.01%
+4,489
1353
$277K ﹤0.01%
+8,258
1354
$276K ﹤0.01%
+24,464
1355
$276K ﹤0.01%
+76,151
1356
$275K ﹤0.01%
+19,382
1357
$275K ﹤0.01%
+11,517
1358
$275K ﹤0.01%
+14,088
1359
$275K ﹤0.01%
+18,476
1360
$274K ﹤0.01%
+13,122
1361
$274K ﹤0.01%
+13,396
1362
$273K ﹤0.01%
+10,934
1363
$273K ﹤0.01%
+15,596
1364
$273K ﹤0.01%
+5,701
1365
$273K ﹤0.01%
+7,486
1366
$273K ﹤0.01%
+3,660
1367
$272K ﹤0.01%
+5,171
1368
$272K ﹤0.01%
+20,417
1369
$272K ﹤0.01%
+8,276
1370
$272K ﹤0.01%
+38,320
1371
$272K ﹤0.01%
+4,733
1372
$271K ﹤0.01%
+13,645
1373
$271K ﹤0.01%
+6,974
1374
$271K ﹤0.01%
+5,090
1375
$271K ﹤0.01%
+8,378
53 54
55
56 57