CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71B
AUM Growth
+$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$28.9M
3
+$21.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.8M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$17.6M

Top Sells

1
+$119M
2
+$25.9M
3
+$7.96M
4
AMAT icon
Applied Materials
AMAT
+$4.83M
5
CLF icon
Cleveland-Cliffs
CLF
+$3.72M

Sector Composition

1 Technology 11.54%
2 Healthcare 5.91%
3 Consumer Discretionary 4.87%
4 Financials 4.85%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1M 0.46%
27
27
$16.6M 0.45%
115,196
-959
28
$16.2M 0.44%
162,819
+9,992
29
$15.3M 0.41%
19,618
+14
30
$15.3M 0.41%
150,405
+26,991
31
$14.8M 0.4%
157,876
+15,494
32
$14.7M 0.4%
153,698
+2,117
33
$14.4M 0.39%
30,000
+7,334
34
$13.9M 0.37%
61,036
+157
35
$13.4M 0.36%
39,694
-227
36
$13.2M 0.35%
26,644
+3,592
37
$13M 0.35%
26,862
+184
38
$13M 0.35%
81,441
+36,347
39
$12.8M 0.35%
213,443
+57,323
40
$12.5M 0.34%
68,861
-6,199
41
$12.5M 0.34%
127,174
-264,022
42
$11.4M 0.31%
100,797
+182
43
$11M 0.3%
94,712
+2,238
44
$11M 0.3%
44,593
-4,487
45
$10.9M 0.29%
180,260
+176,465
46
$10.8M 0.29%
24,346
+15,303
47
$10.7M 0.29%
42,970
+6,682
48
$10.6M 0.29%
80,547
+904
49
$10.6M 0.28%
21,951
+16,863
50
$10M 0.27%
120,113
-9,550
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