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
$3.81B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$24.6M
3
+$19.2M
4
TSM icon
TSMC
TSM
+$8.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.98M

Top Sells

1
+$26.9M
2
+$17.6M
3
+$13.5M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.23M
5
TXN icon
Texas Instruments
TXN
+$8.04M

Sector Composition

1 Technology 12.58%
2 Healthcare 5.78%
3 Financials 5.2%
4 Consumer Discretionary 4.75%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$392K 0.01%
3,797
277
$391K 0.01%
1,507
+96
278
$387K 0.01%
5,366
+245
279
$383K 0.01%
308,697
280
$381K 0.01%
703
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281
$373K 0.01%
5,024
282
$367K 0.01%
1,994
283
$366K 0.01%
3,607
-1,757
284
$361K 0.01%
4,120
285
$361K 0.01%
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286
$360K 0.01%
4,418
-1,034
287
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2,311
+4
288
$357K 0.01%
1,542
-38
289
$351K 0.01%
+13,530
290
$347K 0.01%
9,113
+213
291
$345K 0.01%
+2,023
292
$343K 0.01%
4,710
293
$342K 0.01%
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294
$340K 0.01%
2,294
295
$330K 0.01%
7,247
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296
$327K 0.01%
2,163
-685
297
$325K 0.01%
4,168
-56
298
$314K 0.01%
11,070
+110
299
$312K 0.01%
1,195
-16
300
$307K 0.01%
7,534
+345
10 11
12
13 14