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
26
$6.32M 0.42%
76,297
-2,305
27
$6.27M 0.41%
29,797
+19,298
28
$6.01M 0.4%
78,498
-270
29
$5.78M 0.38%
47,700
+8,744
30
$5.71M 0.38%
130,454
+2,549
31
$5.57M 0.37%
34,100
-482
32
$5.52M 0.36%
88,856
+7,153
33
$4.97M 0.33%
32,153
-1,816
34
$4.85M 0.32%
56,292
-729
35
$4.83M 0.32%
14,939
-338
36
$4.25M 0.28%
31,484
37
$3.91M 0.26%
47,876
38
$3.89M 0.26%
28,807
+5,374
39
$3.86M 0.25%
16,874
+1,061
40
$3.82M 0.25%
7,529
+246
41
$3.7M 0.24%
14,677
-20
42
$3.63M 0.24%
7,179
+475
43
$3.57M 0.23%
15,455
+166
44
$3.55M 0.23%
37,233
+3,748
45
$3.46M 0.23%
86,583
-3,370
46
$3.43M 0.23%
79,425
+7,500
47
$3.32M 0.22%
18,520
-24
48
$3.19M 0.21%
11,215
+1,210
49
$3.17M 0.21%
56,566
+1,301
50
$3.16M 0.21%
14,015
-151
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