CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
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
+$48.7M
2
+$21.8M
3
+$9.11M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.54M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.53M

Top Sells

1
+$109M
2
+$21M
3
+$9.72M
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
+$2.98M

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
301
$0 ﹤0.01%
3
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$0 ﹤0.01%
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-6,679
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