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
$4.61B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$96.2M
3
+$6.85M
4
ADBE icon
Adobe
ADBE
+$6.56M
5
LLY icon
Eli Lilly
LLY
+$5.58M

Top Sells

1
+$63.6M
2
+$42.9M
3
+$12.1M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.18M

Sector Composition

1 Technology 12.44%
2 Financials 6.21%
3 Consumer Discretionary 4.78%
4 Healthcare 4.74%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
276
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.2B
$485K 0.01%
1,101
LMAT icon
277
LeMaitre Vascular
LMAT
$2.04B
$484K 0.01%
5,832
ANET icon
278
Arista Networks
ANET
$170B
$468K 0.01%
4,572
-41
FCX icon
279
Freeport-McMoran
FCX
$60B
$461K 0.01%
10,629
-3,633
XLY icon
280
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$453K 0.01%
2,085
UBER icon
281
Uber
UBER
$194B
$443K 0.01%
4,745
+1,215
ROL icon
282
Rollins
ROL
$28.3B
$441K 0.01%
7,813
AMD icon
283
Advanced Micro Devices
AMD
$421B
$439K 0.01%
3,094
-1,336
BHP icon
284
BHP
BHP
$143B
$438K 0.01%
9,118
+2,750
FTNT icon
285
Fortinet
FTNT
$61.1B
$438K 0.01%
4,142
+17
MLM icon
286
Martin Marietta Materials
MLM
$37.1B
$436K 0.01%
795
-2
SWK icon
287
Stanley Black & Decker
SWK
$10.6B
$427K 0.01%
6,300
+829
IUSV icon
288
iShares Core S&P US Value ETF
IUSV
$23.1B
$426K 0.01%
4,500
JEPI icon
289
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
$423K 0.01%
7,435
-1,858
YUMC icon
290
Yum China
YUMC
$16.7B
$420K 0.01%
9,405
-46
IDEV icon
291
iShares Core MSCI International Developed Markets ETF
IDEV
$22.8B
$418K 0.01%
5,494
MKL icon
292
Markel Group
MKL
$26.4B
$413K 0.01%
207
+14
AEP icon
293
American Electric Power
AEP
$65.7B
$409K 0.01%
3,940
OTIS icon
294
Otis Worldwide
OTIS
$35.5B
$407K 0.01%
4,106
-206
BSX icon
295
Boston Scientific
BSX
$154B
$402K 0.01%
3,740
-24
STT icon
296
State Street
STT
$33.8B
$398K 0.01%
3,746
-1,380
GILD icon
297
Gilead Sciences
GILD
$153B
$396K 0.01%
3,570
-6,238
DLN icon
298
WisdomTree US LargeCap Dividend Fund
DLN
$5.47B
$387K 0.01%
4,710
CME icon
299
CME Group
CME
$101B
$380K 0.01%
1,379
+5
MET icon
300
MetLife
MET
$52.8B
$380K 0.01%
4,725
+1
10 11
12
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