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
76
$5.8M 0.15%
91,649
-4,816
77
$5.79M 0.15%
68,947
78
$5.6M 0.15%
17,924
-62
79
$5.6M 0.15%
12,552
+114
80
$5.44M 0.14%
114,403
-8,934
81
$5.36M 0.14%
34,269
-2,755
82
$5.15M 0.14%
13,776
83
$4.93M 0.13%
34,885
-470
84
$4.81M 0.13%
33,018
+373
85
$4.46M 0.12%
24,432
86
$4.44M 0.12%
45,706
-81,468
87
$4.05M 0.11%
2,900
-130
88
$4.05M 0.11%
144,801
-1,394
89
$4.05M 0.11%
55,734
+7,366
90
$3.98M 0.1%
24,760
+1,160
91
$3.97M 0.1%
50,665
-238
92
$3.89M 0.1%
12,831
-1,460
93
$3.89M 0.1%
11,426
+299
94
$3.79M 0.1%
59,507
-5,633
95
$3.75M 0.1%
35,197
-510
96
$3.73M 0.1%
69,773
-40,655
97
$3.72M 0.1%
23,328
-1,168
98
$3.71M 0.1%
97,154
+6,779
99
$3.58M 0.09%
115,503
-4,348
100
$3.57M 0.09%
50,472
-3,558
2 3
4
5 6