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
276
$36K ﹤0.01%
857
277
$36K ﹤0.01%
175
278
$34K ﹤0.01%
5,128
279
$32K ﹤0.01%
880
-570
280
$29K ﹤0.01%
2,076
281
$23K ﹤0.01%
1,467
282
$22K ﹤0.01%
448
+20
283
$20K ﹤0.01%
550
284
$20K ﹤0.01%
470
285
$15K ﹤0.01%
870
286
$14K ﹤0.01%
733
287
$13K ﹤0.01%
200
288
$13K ﹤0.01%
265
-28,966
289
$10K ﹤0.01%
360
290
$9K ﹤0.01%
150
291
$4K ﹤0.01%
37
-96
292
$4K ﹤0.01%
20
293
$3K ﹤0.01%
47
294
– –
-2,360
295
– –
-3,616
296
– –
-6,250
297
– –
-5,647
298
– –
-1,393
299
$0 ﹤0.01%
3
300
– –
-1,255
9 10 11
12
13