CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$19.5M
3
+$8.99M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.06M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.39M

Top Sells

1
+$98.1M
2
+$18.9M
3
+$8.71M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.02M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$2.8M

Sector Composition

1 Technology 7.86%
2 Healthcare 5.17%
3 Financials 3.97%
4 Industrials 3.76%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.02%
3,487
227
$228K 0.02%
2,519
+193
228
$226K 0.01%
20,600
229
$226K 0.01%
21,300
230
$225K 0.01%
20,500
231
$224K 0.01%
+2,325
232
$223K 0.01%
1,614
233
$221K 0.01%
1,648
-37
234
$220K 0.01%
4,135
-109
235
$218K 0.01%
26,200
236
$213K 0.01%
+1,770
237
$211K 0.01%
897
238
$210K 0.01%
8,418
239
$208K 0.01%
1,980
240
$207K 0.01%
1,787
241
$177K 0.01%
12,630
242
$158K 0.01%
2,030
-220
243
$155K 0.01%
14,483
244
$154K 0.01%
13,726
245
$147K 0.01%
1,033
246
$147K 0.01%
12,800
247
$141K 0.01%
1,206
-200
248
$129K 0.01%
+1,215
249
$128K 0.01%
1,572
-2,509
250
$121K 0.01%
1,330
8 9
10
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