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
$3.71B
AUM Growth
+$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$28.9M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$17.6M

Top Sells

1
+$119M
2
+$25.9M
3
+$7.96M
4
AMAT icon
Applied Materials
AMAT
+$4.83M
5
CLF icon
Cleveland-Cliffs
CLF
+$3.72M

Sector Composition

1 Technology 11.54%
2 Healthcare 5.91%
3 Consumer Discretionary 4.87%
4 Financials 4.85%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$753K 0.02%
2,899
+198
227
$752K 0.02%
+3,432
228
$750K 0.02%
3,521
-1,395
229
$750K 0.02%
3,626
+6
230
$748K 0.02%
6,070
+1,370
231
$729K 0.02%
4,307
+745
232
$728K 0.02%
2,576
-3,767
233
$721K 0.02%
14,181
+81
234
$718K 0.02%
1,828
-28
235
$714K 0.02%
+3,500
236
$713K 0.02%
9,732
-645
237
$696K 0.02%
9,940
+185
238
$693K 0.02%
4,366
239
$675K 0.02%
2,329
-126
240
$669K 0.02%
4,950
-1,284
241
$663K 0.02%
2,277
+2
242
$654K 0.02%
12,394
-360
243
$649K 0.02%
1,427
-2,745
244
$645K 0.02%
8,415
-32
245
$630K 0.02%
+2,198
246
$625K 0.02%
6,025
247
$612K 0.02%
3,451
-485
248
$610K 0.02%
34,676
-1,663
249
$605K 0.02%
12,857
-1,279
250
$600K 0.02%
1,653
8 9
10
11 12