Commonwealth Equity Services Portfolio holdings
AUM
$75.7B
This Quarter Return
-0.84%
1 Year Return
+17%
3 Year Return
+64.32%
5 Year Return
+107.58%
10 Year Return
+207.41%
AUM
$10.1B
AUM Growth
+$10.1B
(+4.5%)
Cap. Flow
+$567M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
18.45%
Holding
2,298
New
116
Increased
1,210
Reduced
770
Closed
106
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.84% |
| 2 | Technology | 6.24% |
| 3 | Healthcare | 6.07% |
| 4 | Energy | 5.07% |
| 5 | Consumer Staples | 4.7% |