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
101
$1.8M 0.08%
8,536
+2,550
102
$1.72M 0.07%
3,511
-2,427
103
$1.66M 0.07%
3,595
+4
104
$1.63M 0.07%
38,300
+2,103
105
$1.61M 0.07%
14,511
-7
106
$1.56M 0.07%
9,188
+30
107
$1.49M 0.06%
1,133
+23
108
$1.45M 0.06%
5,064
+2,285
109
$1.43M 0.06%
54,431
110
$1.4M 0.06%
9,640
+7,870
111
$1.39M 0.06%
6,445
+592
112
$1.39M 0.06%
29,472
+601
113
$1.38M 0.06%
11,414
+454
114
$1.36M 0.06%
4,822
115
$1.32M 0.06%
15,190
+10,130
116
$1.31M 0.06%
11,276
+821
117
$1.29M 0.05%
9,317
+347
118
$1.28M 0.05%
7,349
+4,610
119
$1.26M 0.05%
12,990
-1,223
120
$1.26M 0.05%
15,530
+11
121
$1.25M 0.05%
43,722
-1,141
122
$1.25M 0.05%
12,377
+504
123
$1.24M 0.05%
1,801
+788
124
$1.2M 0.05%
57,685
+1,210
125
$1.2M 0.05%
8,672
+341
3 4
5
6 7