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
301
$100K ﹤0.01%
1,705
302
$93.9K ﹤0.01%
2,625
303
$90K ﹤0.01%
+10,000
304
$88.9K ﹤0.01%
830
305
$87.7K ﹤0.01%
1,050
306
$85.4K ﹤0.01%
415
307
$78.9K ﹤0.01%
10,000
308
$75.3K ﹤0.01%
1,465
309
$75K ﹤0.01%
12,329
310
$73.7K ﹤0.01%
+1,275
311
$72.8K ﹤0.01%
1,290
312
$66.6K ﹤0.01%
1,975
313
$63.8K ﹤0.01%
3,580
314
$63.7K ﹤0.01%
589
+89
315
$60.9K ﹤0.01%
2,225
316
$59.1K ﹤0.01%
486
-252
317
$56.5K ﹤0.01%
+10,000
318
$55.8K ﹤0.01%
1,350
319
$54.8K ﹤0.01%
670
320
$53.1K ﹤0.01%
625
321
$51.6K ﹤0.01%
928
322
$51K ﹤0.01%
784
323
$40.2K ﹤0.01%
857
324
$40.1K ﹤0.01%
790
325
$37.5K ﹤0.01%
500
11 12
13
14 15