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
1376
$270K ﹤0.01%
+3,193
1377
$270K ﹤0.01%
+13,235
1378
$270K ﹤0.01%
+3,188
1379
$269K ﹤0.01%
+20,895
1380
$269K ﹤0.01%
+6,869
1381
$267K ﹤0.01%
+3,695
1382
$266K ﹤0.01%
+24,316
1383
$265K ﹤0.01%
+12,599
1384
$265K ﹤0.01%
+4,903
1385
$264K ﹤0.01%
+7,327
1386
$263K ﹤0.01%
+7,672
1387
$263K ﹤0.01%
+24,504
1388
$263K ﹤0.01%
+5,755
1389
$263K ﹤0.01%
+19,699
1390
$262K ﹤0.01%
+41,925
1391
$262K ﹤0.01%
+7,341
1392
$262K ﹤0.01%
+6,582
1393
$261K ﹤0.01%
+31,250
1394
$261K ﹤0.01%
+9,701
1395
$261K ﹤0.01%
+16,281
1396
$261K ﹤0.01%
+5,192
1397
$261K ﹤0.01%
+4,750
1398
$260K ﹤0.01%
+18,614
1399
$260K ﹤0.01%
+23,814
1400
$259K ﹤0.01%
+13,101
54 55
56
57 58