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
1751
$38K ﹤0.01%
+32,100
1752
$36K ﹤0.01%
+4,001
1753
$36K ﹤0.01%
+1,136
1754
$33K ﹤0.01%
+13,318
1755
$32K ﹤0.01%
+480
1756
$32K ﹤0.01%
+1,950
1757
$32K ﹤0.01%
+15,273
1758
$31K ﹤0.01%
+125
1759
$31K ﹤0.01%
+11,201
1760
$30K ﹤0.01%
+2,000
1761
$30K ﹤0.01%
+10,500
1762
$29K ﹤0.01%
+11
1763
$29K ﹤0.01%
+28,560
1764
$28K ﹤0.01%
+16,394
1765
$28K ﹤0.01%
+12,813
1766
$28K ﹤0.01%
+14,065
1767
$28K ﹤0.01%
+14,538
1768
$26K ﹤0.01%
+16,623
1769
$26K ﹤0.01%
+20,293
1770
$26K ﹤0.01%
+31
1771
$25K ﹤0.01%
+5
1772
$25K ﹤0.01%
+80
1773
$25K ﹤0.01%
+10,000
1774
$24K ﹤0.01%
+111
1775
$23K ﹤0.01%
+1,881
68 69 70
71
72