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
$3.81B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$24.6M
3
+$19.2M
4
TSM icon
TSMC
TSM
+$8.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.98M

Top Sells

1
+$26.9M
2
+$17.6M
3
+$13.5M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.23M
5
TXN icon
Texas Instruments
TXN
+$8.04M

Sector Composition

1 Technology 12.58%
2 Healthcare 5.78%
3 Financials 5.2%
4 Consumer Discretionary 4.75%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.52M 0.04%
1,928
-103
152
$1.51M 0.04%
22,440
+5,150
153
$1.51M 0.04%
30,199
-4
154
$1.49M 0.04%
8,273
155
$1.47M 0.04%
2,604
+56
156
$1.47M 0.04%
37,432
-218
157
$1.44M 0.04%
13,723
158
$1.42M 0.04%
7,017
-404
159
$1.42M 0.04%
3,130
160
$1.41M 0.04%
+1,924
161
$1.38M 0.04%
8,482
-16,902
162
$1.36M 0.04%
17,792
163
$1.36M 0.04%
8,733
-55
164
$1.35M 0.04%
23,543
-21,728
165
$1.3M 0.03%
5,051
+81
166
$1.29M 0.03%
29,589
-7,031
167
$1.29M 0.03%
12,150
-5,920
168
$1.28M 0.03%
2,199
169
$1.27M 0.03%
7,508
-572
170
$1.27M 0.03%
20,300
-800
171
$1.24M 0.03%
20,921
-14,082
172
$1.22M 0.03%
18,715
173
$1.22M 0.03%
8,087
174
$1.2M 0.03%
11,294
-44
175
$1.19M 0.03%
5,265
5 6
7
8 9