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
276
$438K 0.01%
+2,500
277
$437K 0.01%
5,452
-288
278
$435K 0.01%
623
+66
279
$427K 0.01%
+1,742
280
$423K 0.01%
5,177
281
$421K 0.01%
9,646
+141
282
$419K 0.01%
2,114
283
$419K 0.01%
+9,956
284
$417K 0.01%
5,422
-2,622
285
$417K 0.01%
547
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286
$416K 0.01%
338
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287
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+5,739
288
$410K 0.01%
5,107
-150
289
$407K 0.01%
+4,500
290
$403K 0.01%
111
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291
$401K 0.01%
308,697
292
$401K 0.01%
5,754
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293
$400K 0.01%
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294
$394K 0.01%
10,960
295
$393K 0.01%
5,024
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296
$388K 0.01%
1,994
+904
297
$388K 0.01%
+13,907
298
$387K 0.01%
5,832
299
$385K 0.01%
9,667
-371
300
$384K 0.01%
4,224
-668
10 11
12
13 14