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
1651
$136K ﹤0.01%
+11,154
1652
$134K ﹤0.01%
+10,417
1653
$134K ﹤0.01%
+12,564
1654
$133K ﹤0.01%
+10,064
1655
$132K ﹤0.01%
+3,602
1656
$131K ﹤0.01%
+4,836
1657
$131K ﹤0.01%
+24,563
1658
$130K ﹤0.01%
+13,780
1659
$129K ﹤0.01%
+11,794
1660
$129K ﹤0.01%
+107,517
1661
$127K ﹤0.01%
+3,613
1662
$127K ﹤0.01%
+14,275
1663
$125K ﹤0.01%
+16,230
1664
$125K ﹤0.01%
+19,983
1665
$124K ﹤0.01%
+10,933
1666
$124K ﹤0.01%
+17,337
1667
$123K ﹤0.01%
+15,610
1668
$122K ﹤0.01%
+10,662
1669
$122K ﹤0.01%
+2,215
1670
$122K ﹤0.01%
+14,537
1671
$121K ﹤0.01%
+25,618
1672
$120K ﹤0.01%
+10,936
1673
$116K ﹤0.01%
+676
1674
$116K ﹤0.01%
+11,221
1675
$115K ﹤0.01%
+15,411
65 66
67
68 69