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
101
$3.55M 0.09%
9,835
-1,591
102
$3.3M 0.08%
25,704
+1,811
103
$3.26M 0.08%
24,058
-210
104
$3.22M 0.08%
95,448
-1,706
105
$3.22M 0.08%
25,613
-100
106
$3.19M 0.08%
8,151
-168
107
$3.18M 0.08%
+5,399
108
$3.04M 0.08%
13,227
-223
109
$2.96M 0.08%
15,699
-367
110
$2.92M 0.07%
17,185
-104
111
$2.9M 0.07%
103,014
-19,185
112
$2.84M 0.07%
10,077
113
$2.75M 0.07%
10,501
+438
114
$2.67M 0.07%
6,406
+327
115
$2.62M 0.07%
13,180
+138
116
$2.58M 0.07%
11,209
-61
117
$2.49M 0.06%
18,230
-20
118
$2.48M 0.06%
105,750
-9,753
119
$2.47M 0.06%
9,442
+127
120
$2.46M 0.06%
19,565
121
$2.44M 0.06%
37,636
-74,055
122
$2.43M 0.06%
47,060
+4,654
123
$2.43M 0.06%
19,499
124
$2.38M 0.06%
24,887
-10
125
$2.36M 0.06%
6,824
+22
3 4
5
6 7