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
201
$5.2M 0.09%
+47,896
202
$5.19M 0.09%
+169,602
203
$5.18M 0.09%
+72,288
204
$5.11M 0.09%
+219,365
205
$5.11M 0.09%
+115,612
206
$5.1M 0.09%
+141,063
207
$5.01M 0.09%
+68,767
208
$5.01M 0.09%
+77,153
209
$5.01M 0.09%
+107,277
210
$5M 0.09%
+197,752
211
$5M 0.09%
+100,320
212
$4.85M 0.09%
+47,287
213
$4.81M 0.08%
+55,667
214
$4.79M 0.08%
+104,973
215
$4.79M 0.08%
+77,586
216
$4.78M 0.08%
+245,505
217
$4.77M 0.08%
+143,836
218
$4.76M 0.08%
+56,992
219
$4.74M 0.08%
+367,523
220
$4.72M 0.08%
+81,387
221
$4.68M 0.08%
+59,860
222
$4.67M 0.08%
+90,754
223
$4.67M 0.08%
+145,970
224
$4.62M 0.08%
+161,069
225
$4.6M 0.08%
+70,311