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
$3.92B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$22.3M
3
+$21.1M
4
FISV
Fiserv Inc
FISV
+$6.75M
5
PGR icon
Progressive
PGR
+$5.87M

Top Sells

1
+$174M
2
+$11.6M
3
+$6.85M
4
SCHW icon
Charles Schwab
SCHW
+$4.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.47M

Sector Composition

1 Technology 12.73%
2 Healthcare 6.12%
3 Financials 5.74%
4 Consumer Discretionary 5.1%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$565K 0.01%
+180
252
$560K 0.01%
3,416
+196
253
$559K 0.01%
+23,617
254
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255
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256
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5,152
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257
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258
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259
$540K 0.01%
514
+21
260
$534K 0.01%
3,426
-10
261
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2,470
262
$522K 0.01%
124
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263
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10,385
264
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265
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267
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268
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270
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271
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272
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2,114
273
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3,697
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274
$447K 0.01%
4,685
275
$435K 0.01%
2,908
+804
9 10
11
12 13