CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Sells

1 +$39.9M
2 +$13M
3 +$11.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.17M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$5.12M

Sector Composition

1 Technology 5.15%
2 Healthcare 4.24%
3 Industrials 3.74%
4 Financials 3.42%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-5,157
252
-16,080