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
$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
51
$4.23M 0.18%
70,314
+2,645
52
$4.2M 0.18%
31,678
+250
53
$4.05M 0.17%
19,518
+2,832
54
$4.04M 0.17%
87,589
+2,548
55
$3.92M 0.16%
35,551
+999
56
$3.91M 0.16%
17,601
+3,537
57
$3.88M 0.16%
16,342
+3,748
58
$3.8M 0.16%
12,463
+298
59
$3.71M 0.16%
41,545
+6,743
60
$3.69M 0.15%
23,473
+1,569
61
$3.6M 0.15%
61,948
62
$3.55M 0.15%
17,327
+1,931
63
$3.52M 0.15%
8,676
+70
64
$3.21M 0.13%
8,698
65
$3.21M 0.13%
29,894
-7,375
66
$3.2M 0.13%
49,065
+34
67
$3.12M 0.13%
11,918
+2,075
68
$3.06M 0.13%
42,144
+580
69
$2.96M 0.12%
24,885
+8,806
70
$2.91M 0.12%
7,267
-10
71
$2.86M 0.12%
11,719
72
$2.83M 0.12%
9,173
+2,349
73
$2.81M 0.12%
167,597
+6,597
74
$2.8M 0.12%
28,561
+2,471
75
$2.67M 0.11%
21,140
-95
1 2
3
4 5