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
251
$269K 0.01%
8,130
+1,047
252
$267K 0.01%
1,215
+10
253
$265K 0.01%
1,063
+187
254
$264K 0.01%
55,000
255
$261K 0.01%
+2,957
256
$259K 0.01%
1,862
+265
257
$254K 0.01%
897
258
$252K 0.01%
8,418
259
$251K 0.01%
+3,095
260
$245K 0.01%
+6,514
261
$245K 0.01%
9,686
262
$244K 0.01%
+1,417
263
$244K 0.01%
+1,176
264
$241K 0.01%
+1,067
265
$239K 0.01%
+3,576
266
$237K 0.01%
+2,646
267
$236K 0.01%
20,900
268
$230K 0.01%
+5,230
269
$229K 0.01%
3,699
+15
270
$226K 0.01%
26,200
271
$224K 0.01%
+3,809
272
$224K 0.01%
20,500
273
$221K 0.01%
+4,096
274
$218K 0.01%
+758
275
$218K 0.01%
12,630
9 10
11
12 13