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
$3.81B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$24.6M
3
+$19.2M
4
TSM icon
TSMC
TSM
+$8.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.98M

Top Sells

1
+$26.9M
2
+$17.6M
3
+$13.5M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.23M
5
TXN icon
Texas Instruments
TXN
+$8.04M

Sector Composition

1 Technology 12.58%
2 Healthcare 5.78%
3 Financials 5.2%
4 Consumer Discretionary 4.75%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18M 0.47%
120,617
+39,176
27
$17.9M 0.47%
172,356
-3,181
28
$17M 0.45%
344,867
+1,559
29
$17M 0.45%
33,410
+6,766
30
$16.8M 0.44%
248,753
+35,310
31
$16.5M 0.43%
27
32
$16.5M 0.43%
18,256
-1,362
33
$16.1M 0.42%
36,467
+6,467
34
$16M 0.42%
113,472
-1,724
35
$14.6M 0.38%
39,959
+265
36
$14.6M 0.38%
83,745
+46,896
37
$14.6M 0.38%
193,065
+35,189
38
$14.5M 0.38%
29,029
+7,078
39
$14.1M 0.37%
152,719
-979
40
$14M 0.37%
60,572
-464
41
$13.2M 0.35%
26,123
-739
42
$13.1M 0.34%
113,409
+18,697
43
$12.2M 0.32%
122,549
-40,270
44
$11.9M 0.31%
67,959
+22,586
45
$11.6M 0.3%
24,252
-94
46
$11.6M 0.3%
67,743
-1,118
47
$11.2M 0.29%
44,895
+1,925
48
$11M 0.29%
99,510
-1,287
49
$10.6M 0.28%
118,674
-1,439
50
$10.5M 0.28%
180,260
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