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
251
$600K 0.02%
3,322
+215
252
$588K 0.02%
5,056
253
$585K 0.02%
3,058
+950
254
$584K 0.02%
7,548
-160
255
$575K 0.02%
2,189
256
$573K 0.02%
+1,441
257
$533K 0.01%
5,440
-3
258
$529K 0.01%
4,120
259
$523K 0.01%
2,008
260
$523K 0.01%
12,410
+300
261
$514K 0.01%
13,637
-1,355
262
$507K 0.01%
2,470
263
$501K 0.01%
1,668
-259
264
$494K 0.01%
3,745
+23
265
$493K 0.01%
1,805
266
$491K 0.01%
5,364
+1,334
267
$491K 0.01%
1,230
+2
268
$486K 0.01%
11,028
-14,732
269
$485K 0.01%
3,528
-70
270
$480K 0.01%
10,385
271
$479K 0.01%
8,272
+578
272
$476K 0.01%
495
-60
273
$476K 0.01%
7,101
274
$476K 0.01%
2,848
-145
275
$471K 0.01%
4,749
-934
9 10
11
12 13