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
$4.61B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$96.2M
3
+$6.85M
4
ADBE icon
Adobe
ADBE
+$6.56M
5
LLY icon
Eli Lilly
LLY
+$5.58M

Top Sells

1
+$63.6M
2
+$42.9M
3
+$12.1M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$6.18M

Sector Composition

1 Technology 12.44%
2 Financials 6.21%
3 Consumer Discretionary 4.78%
4 Healthcare 4.74%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
101
IBM
IBM
$294B
$3.56M 0.08%
12,078
+2,320
ITOT icon
102
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$3.41M 0.07%
25,243
VYM icon
103
Vanguard High Dividend Yield ETF
VYM
$66.1B
$3.4M 0.07%
25,524
-116
DE icon
104
Deere & Co
DE
$130B
$3.39M 0.07%
6,672
-159
PFE icon
105
Pfizer
PFE
$147B
$3.39M 0.07%
139,907
+19,722
LOW icon
106
Lowe's Companies
LOW
$132B
$3.39M 0.07%
15,258
-315
VNT icon
107
Vontier
VNT
$5.39B
$3.38M 0.07%
91,719
-1,614
CTSH icon
108
Cognizant
CTSH
$35.8B
$3.36M 0.07%
43,089
-781
WFC icon
109
Wells Fargo
WFC
$271B
$3.33M 0.07%
41,517
+503
HLT icon
110
Hilton Worldwide
HLT
$63.9B
$3.31M 0.07%
12,445
+464
NEE icon
111
NextEra Energy
NEE
$179B
$3.26M 0.07%
47,023
-6,462
MMM icon
112
3M
MMM
$90.9B
$3.24M 0.07%
21,291
+3,204
ADI icon
113
Analog Devices
ADI
$119B
$3.15M 0.07%
13,239
-208
SCHW icon
114
Charles Schwab
SCHW
$174B
$3.15M 0.07%
34,475
-1,551
SUB icon
115
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$3.07M 0.07%
+28,825
BIL icon
116
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$3.04M 0.07%
33,141
-11,869
ITW icon
117
Illinois Tool Works
ITW
$71.2B
$2.97M 0.06%
12,010
+2,785
BAC icon
118
Bank of America
BAC
$395B
$2.92M 0.06%
61,678
-1,734
NVS icon
119
Novartis
NVS
$254B
$2.8M 0.06%
23,111
SCHD icon
120
Schwab US Dividend Equity ETF
SCHD
$71.1B
$2.73M 0.06%
103,014
IVW icon
121
iShares S&P 500 Growth ETF
IVW
$67.6B
$2.66M 0.06%
24,196
-691
PANW icon
122
Palo Alto Networks
PANW
$144B
$2.65M 0.06%
12,953
+3,591
MS icon
123
Morgan Stanley
MS
$270B
$2.61M 0.06%
18,517
+7,522
GEV icon
124
GE Vernova
GEV
$156B
$2.56M 0.06%
4,847
+1,555
VHT icon
125
Vanguard Health Care ETF
VHT
$16.9B
$2.49M 0.05%
10,018
3 4
5
6 7