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
$3.71B
AUM Growth
+$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$28.9M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$17.6M

Top Sells

1
+$119M
2
+$25.9M
3
+$7.96M
4
AMAT icon
Applied Materials
AMAT
+$4.83M
5
CLF icon
Cleveland-Cliffs
CLF
+$3.72M

Sector Composition

1 Technology 11.54%
2 Healthcare 5.91%
3 Consumer Discretionary 4.87%
4 Financials 4.85%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$318K 0.01%
4,136
327
$316K 0.01%
7,073
-731
328
$314K 0.01%
4,234
-90
329
$313K 0.01%
+1,080
330
$310K 0.01%
892
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331
$307K 0.01%
7,005
332
$304K 0.01%
957
333
$300K 0.01%
9,600
334
$299K 0.01%
7,189
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335
$299K 0.01%
4,120
-4
336
$296K 0.01%
+2,750
337
$294K 0.01%
1,974
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338
$289K 0.01%
7,804
+1,726
339
$284K 0.01%
8,418
340
$281K 0.01%
+883
341
$278K 0.01%
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342
$273K 0.01%
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343
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344
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3,144
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345
$270K 0.01%
842
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346
$268K 0.01%
1,185
347
$265K 0.01%
2,014
+15
348
$264K 0.01%
+1,721
349
$262K 0.01%
6,379
350
$261K 0.01%
3,827
-315
12 13
14
15 16