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
1401
$259K ﹤0.01%
+25,790
1402
$259K ﹤0.01%
+9,606
1403
$257K ﹤0.01%
+17,541
1404
$257K ﹤0.01%
+2,485
1405
$257K ﹤0.01%
+14,711
1406
$256K ﹤0.01%
+12,027
1407
$256K ﹤0.01%
+5,705
1408
$255K ﹤0.01%
+12,394
1409
$255K ﹤0.01%
+26,174
1410
$255K ﹤0.01%
+8,332
1411
$255K ﹤0.01%
+8,883
1412
$255K ﹤0.01%
+118,778
1413
$254K ﹤0.01%
+10,308
1414
$254K ﹤0.01%
+3,889
1415
$254K ﹤0.01%
+11,035
1416
$254K ﹤0.01%
+31,816
1417
$253K ﹤0.01%
+6,529
1418
$253K ﹤0.01%
+11,626
1419
$252K ﹤0.01%
+6,337
1420
$252K ﹤0.01%
+13,379
1421
$252K ﹤0.01%
+2,734
1422
$252K ﹤0.01%
+3,014
1423
$251K ﹤0.01%
+9,407
1424
$251K ﹤0.01%
+6,238
1425
$251K ﹤0.01%
+5,834
55 56
57
58 59