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
76
$1.76M 0.12%
5,357
-113
77
$1.72M 0.11%
12,375
78
$1.71M 0.11%
12,033
+25
79
$1.65M 0.11%
22,598
+720
80
$1.63M 0.11%
11,349
-203
81
$1.57M 0.1%
8,350
+150
82
$1.57M 0.1%
13,873
83
$1.55M 0.1%
8,733
-398
84
$1.51M 0.1%
19,258
+650
85
$1.41M 0.09%
46,676
+913
86
$1.39M 0.09%
+62,970
87
$1.39M 0.09%
17,008
-680
88
$1.36M 0.09%
8,250
-980
89
$1.31M 0.09%
6,118
-361
90
$1.29M 0.09%
29,504
-133
91
$1.26M 0.08%
9,245
92
$1.25M 0.08%
6,901
+605
93
$1.24M 0.08%
37,716
-15
94
$1.23M 0.08%
17,980
-1,894
95
$1.2M 0.08%
1,110
96
$1.19M 0.08%
5,588
97
$1.18M 0.08%
10,960
98
$1.18M 0.08%
7,962
+1,278
99
$1.17M 0.08%
12,198
100
$1.17M 0.08%
29,030
-144
2 3
4
5 6