CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
-3.07%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$4.02B
AUM Growth
-$136M
(-3.3%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
60.92%
Holding
422
New
20
Increased
120
Reduced
188
Closed
27
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$77.8M |
| 2 |
Eli Lilly
LLY
|
$10.6M |
| 3 |
Novo Nordisk
NVO
|
$9.32M |
| 4 |
MSCI
MSCI
|
$3.9M |
| 5 |
Abbott
ABT
|
$3.36M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$31.5M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$15.3M |
| 3 |
Thermo Fisher Scientific
TMO
|
$7.97M |
| 4 |
Honeywell
HON
|
$5.49M |
| 5 |
B
Barnes Group Inc.
B
|
$4.87M |
Sector Composition
| 1 | Technology | 12% |
| 2 | Financials | 6.81% |
| 3 | Healthcare | 6.05% |
| 4 | Consumer Discretionary | 4.99% |
| 5 | Consumer Staples | 3.05% |
