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
276
$214K 0.01%
+463
277
$213K 0.01%
11,175
-692
278
$213K 0.01%
+1,338
279
$212K 0.01%
25,324
-2,966
280
$211K 0.01%
1,112
281
$204K 0.01%
6,200
282
$202K 0.01%
+2,827
283
$202K 0.01%
1,880
284
$201K 0.01%
18,366
285
$201K 0.01%
+1,762
286
$198K 0.01%
+3,575
287
$167K 0.01%
19,814
-9,000
288
$161K 0.01%
2,728
+2,300
289
$159K 0.01%
+15,950
290
$155K 0.01%
1,330
291
$154K 0.01%
+2,506
292
$153K 0.01%
1,206
293
$147K 0.01%
1,033
294
$145K 0.01%
14,550
+67
295
$144K 0.01%
6,621
+486
296
$133K 0.01%
1,085
297
$127K 0.01%
1,572
298
$115K ﹤0.01%
735
299
$112K ﹤0.01%
1,170
-735
300
$108K ﹤0.01%
1,921
10 11
12
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