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
$4.83B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$14.7M
3
+$10.4M
4
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$10.2M
5
META icon
Meta Platforms (Facebook)
META
+$4.89M

Top Sells

1
+$172M
2
+$110M
3
+$36.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.79M
5
PG icon
Procter & Gamble
PG
+$5.68M

Sector Composition

1 Technology 13.15%
2 Financials 5.97%
3 Consumer Discretionary 5.15%
4 Healthcare 4.49%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMCR icon
426
Amcor
AMCR
$20.4B
– –
-19,255
BBCA icon
427
JPMorgan BetaBuilders Canada ETF
BBCA
$9.73B
– –
-2,506
BIV icon
428
Vanguard Intermediate-Term Bond ETF
BIV
$27.3B
– –
-2,500
BND icon
429
Vanguard Total Bond Market
BND
$147B
– –
-574
BSV icon
430
Vanguard Short-Term Bond ETF
BSV
$42.5B
– –
-440
CGW icon
431
Invesco S&P Global Water Index ETF
CGW
$1B
– –
-1,345
CHTR icon
432
Charter Communications
CHTR
$26.2B
– –
-684
CIBR icon
433
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
– –
-2,933
CRBN icon
434
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
– –
-735
EFV icon
435
iShares MSCI EAFE Value ETF
EFV
$28.5B
– –
-2,844
EMB icon
436
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
– –
-20
EQIX icon
437
Equinix
EQIX
$78.5B
– –
-299
ESGD icon
438
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
– –
-31
ESGE icon
439
iShares ESG Aware MSCI EM ETF
ESGE
$5.89B
– –
-70
FWONK icon
440
Liberty Media Series C
FWONK
$22.4B
– –
-202
HDV icon
441
iShares Core High Dividend ETF
HDV
$12.3B
– –
-500
HES
442
DELISTED
Hess
HES
– –
-1,551
IBDR icon
443
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.8B
– –
-803
IBDU icon
444
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.49B
– –
-837
IDLV icon
445
Invesco S&P International Developed Low Volatility ETF
IDLV
$324M
– –
-2,225
IDU icon
446
iShares US Utilities ETF
IDU
$1.52B
– –
-670
IHI icon
447
iShares US Medical Devices ETF
IHI
$4.12B
– –
-600
IJT icon
448
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.62B
– –
-250
INDA icon
449
iShares MSCI India ETF
INDA
$9.43B
– –
-2,300
LLYVA icon
450
Liberty Live Group Series A
LLYVA
$7.66B
– –
-57
16 17
18
19 20