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
51
$10.1M 0.26%
81,305
+758
52
$9.96M 0.26%
298,298
-4,997
53
$9.59M 0.25%
52,559
+1,142
54
$9.29M 0.24%
320,679
-1,964
55
$9.25M 0.24%
38,755
+434
56
$9.09M 0.24%
38,194
+137
57
$9.09M 0.24%
40,168
-4,425
58
$9.08M 0.24%
16,336
+8,777
59
$8.87M 0.23%
20,225
+2,208
60
$8.81M 0.23%
41,270
+3,278
61
$8.66M 0.23%
76,901
+6,091
62
$8.54M 0.22%
206,250
63
$8.38M 0.22%
38,971
-208
64
$8.23M 0.22%
111,691
+1,875
65
$7.7M 0.2%
15,305
-215
66
$7.68M 0.2%
67,142
-1,338
67
$7.61M 0.2%
76,689
+2,559
68
$7.18M 0.19%
57,038
+5,088
69
$6.66M 0.17%
7,834
-673
70
$6.65M 0.17%
15,571
-1,283
71
$6.46M 0.17%
33,256
-887
72
$6.23M 0.16%
26,387
+313
73
$6.19M 0.16%
43,387
-847
74
$6.1M 0.16%
77,443
+5,433
75
$5.89M 0.15%
23,106
+169
1 2
3
4 5