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
76
$6.06M 0.15%
70,859
-6,584
77
$6.04M 0.15%
35,449
+564
78
$5.66M 0.14%
17,569
-355
79
$5.54M 0.14%
60,697
-8,250
80
$5.34M 0.14%
26,407
+20
81
$5.15M 0.13%
34,967
+698
82
$5.14M 0.13%
13,393
-383
83
$5.07M 0.13%
42,575
-812
84
$4.99M 0.13%
24,862
+430
85
$4.95M 0.13%
32,165
-853
86
$4.42M 0.11%
23,320
-8
87
$4.39M 0.11%
12,427
-404
88
$4.32M 0.11%
25,047
+287
89
$4.32M 0.11%
51,060
+588
90
$4.31M 0.11%
51,579
+914
91
$4.3M 0.11%
59,828
+321
92
$4.2M 0.11%
15,506
+670
93
$4.17M 0.11%
61,948
94
$4.05M 0.1%
140,000
-4,801
95
$4.03M 0.1%
36,020
+75
96
$3.94M 0.1%
2,630
-270
97
$3.88M 0.1%
32,050
+1,369
98
$3.77M 0.1%
32,773
-2,424
99
$3.72M 0.09%
48,173
-589
100
$3.64M 0.09%
63,353
-6,420
2 3
4
5 6