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
1426
$250K ﹤0.01%
+54,572
1427
$249K ﹤0.01%
+7,655
1428
$249K ﹤0.01%
+4,817
1429
$249K ﹤0.01%
+5,149
1430
$248K ﹤0.01%
+8,145
1431
$248K ﹤0.01%
+104,224
1432
$247K ﹤0.01%
+6,204
1433
$247K ﹤0.01%
+8,540
1434
$247K ﹤0.01%
+6,081
1435
$247K ﹤0.01%
+46,216
1436
$247K ﹤0.01%
+3,332
1437
$246K ﹤0.01%
+35,747
1438
$246K ﹤0.01%
+9,087
1439
$245K ﹤0.01%
+6,901
1440
$245K ﹤0.01%
+19,140
1441
– –
0
1442
$245K ﹤0.01%
+18,714
1443
$245K ﹤0.01%
+6,565
1444
$245K ﹤0.01%
+10,229
1445
$244K ﹤0.01%
+9,175
1446
$244K ﹤0.01%
+21,044
1447
$244K ﹤0.01%
+21,346
1448
$244K ﹤0.01%
+5,232
1449
$244K ﹤0.01%
+6,595
1450
$244K ﹤0.01%
+6,455
56 57
58
59 60