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
51
$10.7M 0.27%
97,610
-1,900
52
$10.6M 0.27%
38,245
-510
53
$10.2M 0.26%
51,540
-1,019
54
$9.98M 0.25%
48,275
+7,005
55
$9.9M 0.25%
149,981
-2,738
56
$9.47M 0.24%
38,971
57
$9.26M 0.24%
36,257
-1,937
58
$9.16M 0.23%
76,508
-393
59
$9.09M 0.23%
91,309
-31,240
60
$9.05M 0.23%
310,964
-9,715
61
$8.8M 0.22%
15,072
-233
62
$8.58M 0.22%
75,525
-5,780
63
$8.33M 0.21%
206,250
64
$8.33M 0.21%
33,906
-6,262
65
$7.9M 0.2%
82,093
+5,404
66
$7.59M 0.19%
61,772
+4,734
67
$7.55M 0.19%
32,466
-790
68
$7.29M 0.19%
8,227
+393
69
$6.99M 0.18%
22,968
-138
70
$6.79M 0.17%
26,633
+22,995
71
$6.76M 0.17%
64,208
-2,934
72
$6.74M 0.17%
91,297
-352
73
$6.54M 0.17%
12,656
+104
74
$6.53M 0.17%
13,891
-1,680
75
$6.26M 0.16%
117,689
+3,286
1 2
3
4 5