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
1476
$234K ﹤0.01%
+4,328
1477
$233K ﹤0.01%
+5,780
1478
$233K ﹤0.01%
+39,979
1479
$233K ﹤0.01%
+14,072
1480
$232K ﹤0.01%
+12,968
1481
$232K ﹤0.01%
+13,456
1482
$232K ﹤0.01%
+150,500
1483
$231K ﹤0.01%
+22,666
1484
$230K ﹤0.01%
+6,299
1485
$228K ﹤0.01%
+1,001
1486
$226K ﹤0.01%
+3,890
1487
$226K ﹤0.01%
+5,741
1488
$226K ﹤0.01%
+1,099
1489
$225K ﹤0.01%
+11,836
1490
$225K ﹤0.01%
+18,300
1491
$225K ﹤0.01%
+6,535
1492
$224K ﹤0.01%
+14,178
1493
$223K ﹤0.01%
+3,084
1494
$223K ﹤0.01%
+4,220
1495
$223K ﹤0.01%
+16,400
1496
$222K ﹤0.01%
+23,444
1497
$222K ﹤0.01%
+15,925
1498
$222K ﹤0.01%
+11,675
1499
$222K ﹤0.01%
+18,294
1500
$221K ﹤0.01%
+4,374
58 59
60
61 62