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
51
$3.09M 0.2%
37,138
-1,058
52
$2.97M 0.2%
15,258
-121
53
$2.95M 0.19%
31,276
+4,231
54
$2.95M 0.19%
51,324
55
$2.86M 0.19%
49,378
+16,189
56
$2.74M 0.18%
8,194
-147
57
$2.73M 0.18%
17,668
+879
58
$2.68M 0.18%
21,510
+595
59
$2.66M 0.18%
10,026
+33
60
$2.64M 0.17%
61,948
61
$2.63M 0.17%
102,052
-2,118
62
$2.42M 0.16%
198,930
-4,940
63
$2.37M 0.16%
33,312
+1,112
64
$2.37M 0.16%
14,161
+1,714
65
$2.35M 0.15%
11,899
-25
66
$2.29M 0.15%
8,572
-75
67
$2.29M 0.15%
40,821
+13,554
68
$2.23M 0.15%
24,128
-132
69
$2.18M 0.14%
38,746
+640
70
$2.15M 0.14%
7,029
-60
71
$2.14M 0.14%
26,165
+247
72
$2.05M 0.14%
13,829
73
$1.83M 0.12%
7,124
+380
74
$1.77M 0.12%
3,743
-50
75
$1.76M 0.12%
8,702
1 2
3
4 5