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
51
$9.61M 0.26%
55,185
+13,107
52
$9.57M 0.26%
38,321
+1,342
53
$9.41M 0.25%
322,643
-36,017
54
$9.39M 0.25%
51,417
+12,309
55
$9.3M 0.25%
303,295
+1,264
56
$9.07M 0.24%
74,130
+7,511
57
$8.79M 0.24%
38,057
+1,139
58
$8.72M 0.23%
68,480
+2,001
59
$8.37M 0.23%
18,017
+3,437
60
$8.23M 0.22%
141,685
61
$8.06M 0.22%
39,179
-304
62
$7.94M 0.21%
109,816
+19,187
63
$7.91M 0.21%
86,211
+68,530
64
$7.82M 0.21%
70,810
+36,474
65
$7.8M 0.21%
45,373
+28,432
66
$7.8M 0.21%
37,992
+6,663
67
$7.66M 0.21%
206,250
68
$7.39M 0.2%
16,854
-62
69
$6.75M 0.18%
96,465
+2,962
70
$6.75M 0.18%
34,143
+933
71
$6.64M 0.18%
51,950
+8,719
72
$6.6M 0.18%
15,520
+291
73
$6.47M 0.17%
22,937
-545
74
$6.35M 0.17%
72,010
+14,037
75
$6.23M 0.17%
8,507
-213
1 2
3
4 5