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
326
$280K 0.01%
+7,162
327
$280K 0.01%
12,630
328
$278K 0.01%
26,258
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$278K 0.01%
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331
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332
$268K 0.01%
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333
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334
$256K 0.01%
519
335
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336
$254K 0.01%
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337
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1,212
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338
$248K 0.01%
993
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339
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340
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341
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10,152
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342
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343
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345
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3,000
347
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348
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+2,267
349
$236K 0.01%
10,413
350
$234K 0.01%
6,918
-4,152
12 13
14
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