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
276
$431K 0.01%
9,113
277
$426K 0.01%
4,440
+320
278
$426K 0.01%
9,460
-207
279
$424K 0.01%
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280
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1,476
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281
$415K 0.01%
1,088
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282
$414K 0.01%
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283
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+6,566
284
$408K 0.01%
+5,310
285
$398K 0.01%
3,689
-50
286
$390K 0.01%
7,140
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287
$389K 0.01%
5,494
288
$386K 0.01%
2,015
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289
$384K 0.01%
7,520
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290
$381K 0.01%
2,321
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291
$379K 0.01%
5,174
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292
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293
$360K 0.01%
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294
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4,600
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295
$358K 0.01%
4,589
-8,019
296
$357K 0.01%
1,374
+139
297
$349K 0.01%
4,231
298
$347K 0.01%
5,321
+1,157
299
$341K 0.01%
4,146
+32
300
$338K 0.01%
+7,020
10 11
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