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
$3.92B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$22.3M
3
+$21.1M
4
FISV
Fiserv Inc
FISV
+$6.75M
5
PGR icon
Progressive
PGR
+$5.87M

Top Sells

1
+$174M
2
+$11.6M
3
+$6.85M
4
SCHW icon
Charles Schwab
SCHW
+$4.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.47M

Sector Composition

1 Technology 12.73%
2 Healthcare 6.12%
3 Financials 5.74%
4 Consumer Discretionary 5.1%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.7M 0.6%
139,537
-4,071
27
$22.5M 0.57%
278,516
+29,763
28
$20.4M 0.52%
178,536
+6,180
29
$20.1M 0.51%
40,628
+4,161
30
$18.7M 0.48%
27
31
$18M 0.46%
341,014
-3,853
32
$17.6M 0.45%
150,248
-4,528
33
$17.6M 0.45%
109,915
-3,557
34
$16.3M 0.42%
18,450
+194
35
$15.9M 0.4%
179,789
-13,276
36
$15.7M 0.4%
57,779
-2,793
37
$15.5M 0.39%
168,627
-126,594
38
$15.2M 0.39%
87,157
+3,412
39
$15.1M 0.39%
26,412
+289
40
$14.8M 0.38%
82,524
+14,565
41
$13.9M 0.35%
36,924
-3,035
42
$13.6M 0.35%
68,820
+1,077
43
$13.2M 0.34%
112,680
-729
44
$13.1M 0.33%
47,157
+2,262
45
$11.8M 0.3%
24,115
-137
46
$11.7M 0.3%
117,173
-1,501
47
$11.7M 0.3%
24,485
+4,260
48
$11.6M 0.29%
22,199
+5,863
49
$11.2M 0.29%
180,260
50
$11M 0.28%
293,331
-4,967
1
2
3 4 5