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
$2.39B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$33.5M
3
+$17.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.1M
5
AAPL icon
Apple
AAPL
+$6.4M

Top Sells

1
+$127M
2
+$18.5M
3
+$16.2M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$2.53M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.99M

Sector Composition

1 Technology 8.41%
2 Healthcare 4.31%
3 Financials 4%
4 Industrials 3.66%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.84M 0.37%
208,950
+11,350
27
$8.4M 0.35%
30,527
+75
28
$8.37M 0.35%
98,670
+1,739
29
$8.1M 0.34%
81,442
-163,149
30
$7.83M 0.33%
67,883
+11,214
31
$7.76M 0.32%
16,552
+202
32
$7.63M 0.32%
41,169
+6,808
33
$7.19M 0.3%
32,703
-248
34
$6.95M 0.29%
39,914
+7,770
35
$6.78M 0.28%
46,900
+696
36
$6.74M 0.28%
22,582
+7,064
37
$6.73M 0.28%
87,729
+4,164
38
$6.58M 0.28%
13,691
+4,861
39
$5.95M 0.25%
36,651
+1,935
40
$5.73M 0.24%
32,153
41
$5.25M 0.22%
13,353
+333
42
$5.21M 0.22%
100,747
+8,788
43
$5.17M 0.22%
140,905
+671
44
$5.02M 0.21%
9,628
+669
45
$4.99M 0.21%
15,015
+667
46
$4.72M 0.2%
90,180
-729
47
$4.66M 0.19%
21,145
-60
48
$4.46M 0.19%
20,981
+1,876
49
$4.39M 0.18%
24,366
+818
50
$4.27M 0.18%
127,706
+18,813
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