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
$4.61B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$96.2M
3
+$6.85M
4
ADBE icon
Adobe
ADBE
+$6.56M
5
LLY icon
Eli Lilly
LLY
+$5.58M

Top Sells

1
+$63.6M
2
+$42.9M
3
+$12.1M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.18M

Sector Composition

1 Technology 12.44%
2 Financials 6.21%
3 Consumer Discretionary 4.78%
4 Healthcare 4.74%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RPM icon
376
RPM International
RPM
$13.8B
$234K 0.01%
2,128
KMB icon
377
Kimberly-Clark
KMB
$34.6B
$232K 0.01%
1,800
NTES icon
378
NetEase
NTES
$90.1B
$231K 0.01%
+1,718
MDT icon
379
Medtronic
MDT
$123B
$227K ﹤0.01%
2,607
+286
UNM icon
380
Unum
UNM
$12.9B
$227K ﹤0.01%
2,811
-10
SOLV icon
381
Solventum
SOLV
$12.8B
$226K ﹤0.01%
2,978
+150
WAB icon
382
Wabtec
WAB
$35.8B
$225K ﹤0.01%
+1,076
EXC icon
383
Exelon
EXC
$46.3B
$222K ﹤0.01%
+5,118
CIBR icon
384
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$222K ﹤0.01%
+2,933
XLB icon
385
Materials Select Sector SPDR Fund
XLB
$5.45B
$221K ﹤0.01%
2,521
SNPS icon
386
Synopsys
SNPS
$74.1B
$221K ﹤0.01%
+431
SPYV icon
387
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.5B
$221K ﹤0.01%
4,219
EVR icon
388
Evercore
EVR
$12.4B
$216K ﹤0.01%
+800
NRG icon
389
NRG Energy
NRG
$32.4B
$216K ﹤0.01%
+1,343
HES
390
DELISTED
Hess
HES
$215K ﹤0.01%
+1,551
SMFG icon
391
Sumitomo Mitsui Financial
SMFG
$107B
$212K ﹤0.01%
14,062
-610
CLX icon
392
Clorox
CLX
$12.8B
$212K ﹤0.01%
1,766
-14
TY icon
393
TRI-Continental Corp
TY
$1.8B
$208K ﹤0.01%
6,578
-350
ABNB icon
394
Airbnb
ABNB
$73.8B
$207K ﹤0.01%
+1,564
TER icon
395
Teradyne
TER
$28.1B
$206K ﹤0.01%
+2,296
OKE icon
396
Oneok
OKE
$43.4B
$205K ﹤0.01%
2,515
-267
BBCA icon
397
JPMorgan BetaBuilders Canada ETF
BBCA
$9.12B
$202K ﹤0.01%
+2,506
TIP icon
398
iShares TIPS Bond ETF
TIP
$13.8B
$201K ﹤0.01%
1,830
XME icon
399
State Street SPDR S&P Metals & Mining ETF
XME
$2.76B
$196K ﹤0.01%
+2,911
BIV icon
400
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
$193K ﹤0.01%
+2,500
14 15
16
17 18