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
$2.39B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$33.5M
3
+$17.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.1M
5
AAPL icon
Apple
AAPL
+$6.4M

Top Sells

1
+$127M
2
+$18.5M
3
+$16.2M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$2.53M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.99M

Sector Composition

1 Technology 8.41%
2 Healthcare 4.31%
3 Financials 4%
4 Industrials 3.66%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$369K 0.02%
1,297
+164
227
$364K 0.02%
5,010
-275
228
$359K 0.02%
+8,965
229
$356K 0.01%
2,114
+500
230
$355K 0.01%
4,792
231
$346K 0.01%
9,517
232
$337K 0.01%
+1,792
233
$336K 0.01%
5,494
234
$333K 0.01%
16,000
-4,000
235
$322K 0.01%
1,681
+285
236
$321K 0.01%
119
+29
237
$314K 0.01%
+1,751
238
$314K 0.01%
4,994
239
$300K 0.01%
4,710
240
$295K 0.01%
2,227
+440
241
$294K 0.01%
3,955
242
$292K 0.01%
+2,380
243
$289K 0.01%
+1,438
244
$287K 0.01%
7,263
+113
245
$282K 0.01%
9,016
+66
246
$276K 0.01%
4,674
+1,674
247
$276K 0.01%
+3,973
248
$273K 0.01%
1,210
249
$269K 0.01%
1,896
-1,390
250
$269K 0.01%
+301
8 9
10
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