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
326
$36.2K ﹤0.01%
2,076
327
$28.2K ﹤0.01%
1,467
328
$28K ﹤0.01%
370
329
$24.8K ﹤0.01%
+820
330
$23.3K ﹤0.01%
+960
331
$19K ﹤0.01%
+350
332
$18.6K ﹤0.01%
870
333
$18.6K ﹤0.01%
292
334
$18.3K ﹤0.01%
+352
335
$18.2K ﹤0.01%
733
336
$17.6K ﹤0.01%
434
+242
337
$16.6K ﹤0.01%
+229
338
$15.2K ﹤0.01%
480
339
$14K ﹤0.01%
319
+178
340
$13.1K ﹤0.01%
+250
341
$13.1K ﹤0.01%
200
342
$12.6K ﹤0.01%
360
343
$10.4K ﹤0.01%
255
344
$9.81K ﹤0.01%
240
-310
345
$7.67K ﹤0.01%
150
346
$4.53K ﹤0.01%
44
-5,421
347
$2.1K ﹤0.01%
+32
348
$1.47K ﹤0.01%
+40
349
– –
-1,851
350
– –
-25,831
11 12 13
14
15