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
351
$233K 0.01%
6,524
+126
352
$233K 0.01%
1,835
+415
353
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2,062
-276
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355
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356
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1,606
-15
357
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3,424
-3,577
358
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680
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+5,384
360
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+920
361
$217K 0.01%
3,113
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362
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2,340
-355
363
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+19,266
364
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365
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+3,682
366
$213K 0.01%
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367
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369
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370
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372
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+1,139
373
$204K 0.01%
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374
$204K 0.01%
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-118
375
$184K ﹤0.01%
19,814
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15
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