CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
+8.88%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$4.61B
AUM Growth
+$4.61B
(+15%)
Cap. Flow
+$276M
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
63.53%
Holding
489
New
94
Increased
130
Reduced
172
Closed
12
Top Buys
| 1 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
$239M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$96.2M |
| 3 |
Apple
AAPL
|
$6.85M |
| 4 |
Adobe
ADBE
|
$6.56M |
| 5 |
Eli Lilly
LLY
|
$5.58M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$63.6M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$42.9M |
| 3 |
UnitedHealth
UNH
|
$12.1M |
| 4 |
NVIDIA
NVDA
|
$6.5M |
| 5 |
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% |
