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
SCZ icon
451
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$31.1K ﹤0.01%
+428
PCY icon
452
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.29B
$30.9K ﹤0.01%
+1,513
SCHK icon
453
Schwab 1000 Index ETF
SCHK
$4.77B
$25.9K ﹤0.01%
+870
SCHF icon
454
Schwab International Equity ETF
SCHF
$53.7B
$25.6K ﹤0.01%
+1,160
GOVT icon
455
iShares US Treasury Bond ETF
GOVT
$28.3B
$24.3K ﹤0.01%
+1,056
XLRE icon
456
Real Estate Select Sector SPDR Fund
XLRE
$7.71B
$22.9K ﹤0.01%
+554
FWONK icon
457
Liberty Media Series C
FWONK
$25.4B
$21.1K ﹤0.01%
+202
FWONA icon
458
Liberty Media Series A
FWONA
$23.1B
$19.6K ﹤0.01%
+206
IBDU icon
459
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$19.5K ﹤0.01%
+837
IBDR icon
460
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$19.5K ﹤0.01%
+803
XLG icon
461
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$18.8K ﹤0.01%
+360
USIG icon
462
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$15.9K ﹤0.01%
+310
KIE icon
463
State Street SPDR S&P Insurance ETF
KIE
$768M
$14.3K ﹤0.01%
+240
VSGX icon
464
Vanguard ESG International Stock ETF
VSGX
$5.32B
$9.89K ﹤0.01%
+151
ESGU icon
465
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$7.17K ﹤0.01%
+53
VIGI icon
466
Vanguard International Dividend Appreciation ETF
VIGI
$8.71B
$6.85K ﹤0.01%
+76
QCLN icon
467
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$544M
$4.9K ﹤0.01%
+150
KRE icon
468
State Street SPDR S&P Regional Banking ETF
KRE
$3.99B
$4.75K ﹤0.01%
+80
LLYVA icon
469
Liberty Live Group Series A
LLYVA
$7.67B
$4.53K ﹤0.01%
+57
SUSC icon
470
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.26B
$3.76K ﹤0.01%
+162
LIT icon
471
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$3.73K ﹤0.01%
+97
ESGD icon
472
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.5B
$2.77K ﹤0.01%
+31
ESGE icon
473
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
$2.74K ﹤0.01%
+70
MBB icon
474
iShares MBS ETF
MBB
$41.5B
$2.44K ﹤0.01%
+26
EMB icon
475
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$1.85K ﹤0.01%
+20
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