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
251
$121K 0.01%
1,085
252
$112K 0.01%
1,400
253
$93K 0.01%
735
254
$92K 0.01%
10,000
-10,362
255
$88K 0.01%
1,921
256
$80K 0.01%
488
257
$77K 0.01%
12,329
258
$75K ﹤0.01%
2,625
259
$75K ﹤0.01%
830
260
$70K ﹤0.01%
2,048
261
$61K ﹤0.01%
1,290
262
$61K ﹤0.01%
800
263
$56K ﹤0.01%
542
264
$55K ﹤0.01%
1,345
265
$54K ﹤0.01%
670
266
$54K ﹤0.01%
585
267
$53K ﹤0.01%
1,350
268
$52K ﹤0.01%
13,915
269
$52K ﹤0.01%
784
270
$51K ﹤0.01%
500
-2,448
271
$50K ﹤0.01%
928
272
$50K ﹤0.01%
573
+390
273
$47K ﹤0.01%
625
-625
274
$40K ﹤0.01%
2,020
275
$39K ﹤0.01%
1,851
9 10
11
12 13