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
1451
$244K ﹤0.01%
+6,865
1452
$243K ﹤0.01%
+6,838
1453
$242K ﹤0.01%
+11,072
1454
$241K ﹤0.01%
+4,452
1455
$240K ﹤0.01%
+4,192
1456
$240K ﹤0.01%
+6,880
1457
$239K ﹤0.01%
+2,806
1458
$239K ﹤0.01%
+9,292
1459
$239K ﹤0.01%
+25,279
1460
$239K ﹤0.01%
+20,131
1461
$238K ﹤0.01%
+4,777
1462
$238K ﹤0.01%
+7,717
1463
$237K ﹤0.01%
+6,754
1464
$237K ﹤0.01%
+5,295
1465
$237K ﹤0.01%
+14,976
1466
$237K ﹤0.01%
+10,892
1467
$237K ﹤0.01%
+2,998
1468
$236K ﹤0.01%
+7,600
1469
$236K ﹤0.01%
+101
1470
$236K ﹤0.01%
+47,365
1471
$236K ﹤0.01%
+6,325
1472
$235K ﹤0.01%
+7,238
1473
$235K ﹤0.01%
+5,959
1474
$234K ﹤0.01%
+14,309
1475
$234K ﹤0.01%
+17,220
57 58
59
60 61