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
126
$2.33M 0.06%
41,314
-582
127
$2.29M 0.06%
2,407
+479
128
$2.29M 0.06%
32,144
129
$2.28M 0.06%
10,299
-3,535
130
$2.27M 0.06%
15,602
131
$2.25M 0.06%
22,788
-112
132
$2.22M 0.06%
55,977
-4,391
133
$2.21M 0.06%
10,705
-3,153
134
$2.2M 0.06%
33,943
-1,405
135
$2.16M 0.06%
26,800
-200
136
$2.16M 0.06%
56,000
137
$2.11M 0.05%
13,789
+1,471
138
$2.08M 0.05%
11,936
139
$2.05M 0.05%
39,277
-17,235
140
$2.04M 0.05%
26,189
-29,545
141
$2.01M 0.05%
4,312
-301
142
$1.91M 0.05%
21,959
-9,034
143
$1.89M 0.05%
19,368
-1,050
144
$1.83M 0.05%
11,254
+255
145
$1.81M 0.05%
7,713
-94
146
$1.79M 0.05%
13,723
147
$1.79M 0.05%
+79,200
148
$1.78M 0.05%
3,042
149
$1.74M 0.04%
5,853
-247
150
$1.66M 0.04%
29,032
-1,167
4 5
6
7 8