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
76
$2.66M 0.11%
22,306
+2,280
77
$2.65M 0.11%
38,025
+76
78
$2.61M 0.11%
23,899
+2,800
79
$2.56M 0.11%
25,344
+259
80
$2.47M 0.1%
12,675
81
$2.45M 0.1%
4,543
+729
82
$2.35M 0.1%
36,723
+4,085
83
$2.33M 0.1%
10,327
+2,145
84
$2.32M 0.1%
27,722
+713
85
$2.27M 0.09%
40,002
+2,361
86
$2.19M 0.09%
22,093
+18,758
87
$2.17M 0.09%
31,381
-6,089
88
$2.13M 0.09%
23,528
+580
89
$2.11M 0.09%
8,450
+689
90
$2.09M 0.09%
+5,483
91
$2.06M 0.09%
20,480
-6,432
92
$2.04M 0.09%
+17,848
93
$2.03M 0.09%
84,054
94
$2.03M 0.08%
+50,696
95
$2M 0.08%
4,904
+54
96
$1.98M 0.08%
31,431
+912
97
$1.97M 0.08%
27,918
-4,733
98
$1.95M 0.08%
39,628
+1,968
99
$1.88M 0.08%
25,317
+5,270
100
$1.88M 0.08%
14,230
+551
2 3
4
5 6