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
76
$6.23M 0.17%
68,182
+18,935
77
$6.16M 0.17%
123,337
+1,229
78
$5.84M 0.16%
37,024
+10,303
79
$5.76M 0.16%
68,947
+55,054
80
$5.7M 0.15%
110,428
-2,298,444
81
$5.68M 0.15%
44,234
+957
82
$5.38M 0.14%
26,074
-23,422
83
$5.29M 0.14%
119,851
-21,676
84
$5.29M 0.14%
12,438
+237
85
$5.11M 0.14%
17,986
-998
86
$5.01M 0.14%
36,849
+7,004
87
$4.95M 0.13%
14,291
+400
88
$4.9M 0.13%
107,955
-73,738
89
$4.82M 0.13%
32,645
+455
90
$4.74M 0.13%
13,776
+1,209
91
$4.69M 0.13%
+24,432
92
$4.66M 0.13%
36,988
+3,280
93
$4.58M 0.12%
49,031
-6,482
94
$4.44M 0.12%
35,355
-6,848
95
$4.24M 0.11%
24,496
-35
96
$4.1M 0.11%
90,375
+4,088
97
$4.07M 0.11%
50,903
-16,545
98
$4.06M 0.11%
146,195
-15,589
99
$4.03M 0.11%
3,030
-542
100
$3.99M 0.11%
65,140
-2,364
2 3
4
5 6