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
$3.71B
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
126
$2.44M 0.07%
45,063
-2,996
127
$2.43M 0.07%
13,845
-7,987
128
$2.41M 0.06%
41,586
-3,550
129
$2.37M 0.06%
11,126
+9
130
$2.35M 0.06%
+20,145
131
$2.29M 0.06%
24,186
+14,307
132
$2.26M 0.06%
9,871
+5,121
133
$2.23M 0.06%
58,888
-953
134
$2.23M 0.06%
11,680
+536
135
$2.22M 0.06%
11,003
-410
136
$2.18M 0.06%
+19,499
137
$2.16M 0.06%
+32,144
138
$2.14M 0.06%
+15,602
139
$2.11M 0.06%
5,055
-10
140
$2.1M 0.06%
24,897
-25
141
$2.1M 0.06%
23,668
-203
142
$2.06M 0.06%
+23,814
143
$2.06M 0.06%
11,192
+2,085
144
$2M 0.05%
56,000
145
$1.96M 0.05%
10,139
+847
146
$1.94M 0.05%
11,936
+6,520
147
$1.94M 0.05%
+25,824
148
$1.9M 0.05%
8,267
+190
149
$1.89M 0.05%
12,766
-1,192
150
$1.88M 0.05%
+28,650
4 5
6
7 8