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
201
$300K 0.02%
9,517
202
$298K 0.02%
935
-265
203
$296K 0.02%
1,110
204
$296K 0.02%
2,321
205
$293K 0.02%
7,283
206
$289K 0.02%
3,448
207
$289K 0.02%
3,348
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208
$289K 0.02%
4,994
-6,280
209
$281K 0.02%
3,335
210
$271K 0.02%
394
211
$270K 0.02%
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212
$270K 0.02%
3,248
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213
$264K 0.02%
32,500
214
$263K 0.02%
3,689
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215
$259K 0.02%
7,222
216
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5,180
217
$257K 0.02%
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218
$257K 0.02%
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219
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220
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221
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9,686
222
$241K 0.02%
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-500
223
$238K 0.02%
5,370
-1,170
224
$234K 0.02%
1,896
225
$230K 0.02%
3,830
7 8
9
10 11