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
1526
$214K ﹤0.01%
+2,138
1527
$214K ﹤0.01%
+5,814
1528
$214K ﹤0.01%
+6,524
1529
$213K ﹤0.01%
+8,723
1530
$213K ﹤0.01%
+21,150
1531
$213K ﹤0.01%
+7,869
1532
$212K ﹤0.01%
+3,256
1533
$212K ﹤0.01%
+14,214
1534
$212K ﹤0.01%
+11,836
1535
$212K ﹤0.01%
+8,206
1536
$211K ﹤0.01%
+13,051
1537
$211K ﹤0.01%
+17,341
1538
$211K ﹤0.01%
+28,629
1539
$211K ﹤0.01%
+18,875
1540
$211K ﹤0.01%
+31,697
1541
$210K ﹤0.01%
+13,013
1542
$210K ﹤0.01%
+88,000
1543
$210K ﹤0.01%
+3,520
1544
$209K ﹤0.01%
+18,625
1545
$209K ﹤0.01%
+11,231
1546
$209K ﹤0.01%
+14,944
1547
$209K ﹤0.01%
+9,961
1548
$209K ﹤0.01%
+16,082
1549
$207K ﹤0.01%
+7,785
1550
$207K ﹤0.01%
+15,320
60 61
62
63 64