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
101
$1.11M 0.07%
2,366
102
$1.1M 0.07%
5,143
-470
103
$1.09M 0.07%
12,762
+25
104
$1.09M 0.07%
4,734
105
$1.07M 0.07%
9,498
106
$1.06M 0.07%
13,465
-9,222
107
$1.06M 0.07%
36,209
-95,751
108
$1.06M 0.07%
10,640
109
$1.03M 0.07%
308,697
110
$1.03M 0.07%
15,956
111
$1.03M 0.07%
6,887
112
$1.01M 0.07%
3,297
113
$985K 0.06%
16,127
-1,400
114
$949K 0.06%
24,970
-2,888
115
$939K 0.06%
10,183
116
$898K 0.06%
8,443
117
$862K 0.06%
19,740
118
$844K 0.06%
23,728
-197
119
$828K 0.05%
6,359
-400
120
$827K 0.05%
8,845
121
$807K 0.05%
2,008
-2
122
$788K 0.05%
2,923
+804
123
$780K 0.05%
6,690
124
$773K 0.05%
3,470
+956
125
$749K 0.05%
9,859
3 4
5
6 7