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
101
$3.98M 0.11%
11,127
-159
102
$3.92M 0.11%
145,740
+26,241
103
$3.88M 0.1%
15,243
-321
104
$3.81M 0.1%
7,559
+5
105
$3.77M 0.1%
+13,936
106
$3.67M 0.1%
25,384
-5,689
107
$3.59M 0.1%
48,368
+7,082
108
$3.58M 0.1%
41,702
-145
109
$3.56M 0.1%
48,552
+180
110
$3.45M 0.09%
35,707
-30
111
$3.45M 0.09%
54,030
+3,892
112
$3.3M 0.09%
61,948
113
$3.22M 0.09%
33,053
-9,488
114
$3.2M 0.09%
8,720
+2,649
115
$3.13M 0.08%
23,600
+370
116
$2.96M 0.08%
17,503
-7,254
117
$2.91M 0.08%
+25,243
118
$2.87M 0.08%
+23,693
119
$2.86M 0.08%
+13,057
120
$2.81M 0.08%
20,048
+81
121
$2.79M 0.08%
35,003
-14,533
122
$2.67M 0.07%
6,512
-6,502
123
$2.67M 0.07%
13,478
+300
124
$2.61M 0.07%
+45,271
125
$2.49M 0.07%
9,291
-140
3 4
5
6 7