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
1776
$23K ﹤0.01%
+6,167
1777
$22K ﹤0.01%
+11,705
1778
$21K ﹤0.01%
+12,697
1779
$19K ﹤0.01%
+13,462
1780
$19K ﹤0.01%
+2,385
1781
– –
0
1782
$16K ﹤0.01%
+333
1783
$15K ﹤0.01%
+402
1784
$12K ﹤0.01%
+1,455
1785
$12K ﹤0.01%
+10,198
1786
$12K ﹤0.01%
+5,234
1787
$11K ﹤0.01%
+1,000
1788
$11K ﹤0.01%
+1,000
1789
$11K ﹤0.01%
+24
1790
$9K ﹤0.01%
+91
1791
$9K ﹤0.01%
+11,100
1792
$7K ﹤0.01%
+3,667
1793
$6K ﹤0.01%
+71
1794
$5K ﹤0.01%
+415
1795
$4K ﹤0.01%
+3
1796
$3K ﹤0.01%
+1,359
1797
$1K ﹤0.01%
+13,600
68 69 70 71
72