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
376
$226K 0.01%
2,550
-2,604
377
$225K 0.01%
+3,000
378
$225K 0.01%
6,813
-8
379
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+860
380
$224K 0.01%
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381
$223K 0.01%
+1,337
382
$218K 0.01%
+519
383
$215K 0.01%
+10,413
384
$213K 0.01%
+6,928
385
$212K 0.01%
+4,950
386
$209K 0.01%
2,545
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387
$209K 0.01%
534
388
$208K 0.01%
+3,000
389
$207K 0.01%
+3,575
390
$206K 0.01%
+2,217
391
$205K 0.01%
+2,000
392
$204K 0.01%
357
-35
393
$204K 0.01%
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394
$203K 0.01%
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395
$203K 0.01%
1,721
-30,430
396
$184K 0.01%
15,425
-1,897
397
$176K ﹤0.01%
10,000
398
$168K ﹤0.01%
19,814
399
$167K ﹤0.01%
11,825
400
$165K ﹤0.01%
15,000
-5,500
14 15
16
17 18