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
126
$1.19M 0.05%
4,825
+291
127
$1.18M 0.05%
4,782
+360
128
$1.17M 0.05%
10,743
+580
129
$1.13M 0.05%
9,003
+2,151
130
$1.13M 0.05%
11,732
+89
131
$1.12M 0.05%
27,031
+4,208
132
$1.12M 0.05%
5,965
-2,285
133
$1.1M 0.05%
5,882
+769
134
$1.08M 0.05%
2,368
+2
135
$1.07M 0.04%
19,740
136
$1.07M 0.04%
5,109
-2,711
137
$1.06M 0.04%
5,476
+527
138
$1.04M 0.04%
11,912
+3,300
139
$1.03M 0.04%
3,440
+1,404
140
$1.01M 0.04%
6,863
+173
141
$994K 0.04%
6,059
+4,762
142
$991K 0.04%
19,941
-60
143
$981K 0.04%
25,760
144
$976K 0.04%
6,838
+124
145
$925K 0.04%
9,952
+2,552
146
$923K 0.04%
8,475
147
$919K 0.04%
1,918
-60
148
$917K 0.04%
36,174
149
$915K 0.04%
15,337
+1,393
150
$904K 0.04%
10,865
+1,796
4 5
6
7 8