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
151
$1.88M 0.05%
37,358
-2,296
152
$1.76M 0.05%
13,428
+23
153
$1.76M 0.05%
18,070
+70
154
$1.73M 0.05%
30,203
+34
155
$1.69M 0.05%
2,031
-44
156
$1.63M 0.04%
37,650
-1,216
157
$1.56M 0.04%
7,421
-282
158
$1.53M 0.04%
36,620
-1,200
159
$1.5M 0.04%
+6,000
160
$1.49M 0.04%
6,136
+680
161
$1.48M 0.04%
2,272
+69
162
$1.47M 0.04%
8,273
+197
163
$1.43M 0.04%
2,548
+19
164
$1.42M 0.04%
8,788
+158
165
$1.38M 0.04%
13,723
166
$1.36M 0.04%
17,792
+13,000
167
$1.35M 0.04%
4,970
-10
168
$1.32M 0.04%
10,729
+353
169
$1.31M 0.04%
2,734
+2
170
$1.31M 0.04%
3,130
-105
171
$1.29M 0.03%
4,282
-6,957
172
$1.26M 0.03%
+8,087
173
$1.25M 0.03%
4,011
+108
174
$1.24M 0.03%
8,979
-305
175
$1.23M 0.03%
11,338
-3,150
5 6
7
8 9