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
151
$1.6M 0.04%
8,334
+61
152
$1.6M 0.04%
8,639
-94
153
$1.59M 0.04%
22,440
154
$1.58M 0.04%
6,000
-997
155
$1.51M 0.04%
3,055
-75
156
$1.5M 0.04%
2,422
+5
157
$1.5M 0.04%
35,851
-1,581
158
$1.48M 0.04%
17,792
159
$1.42M 0.04%
2,557
-47
160
$1.42M 0.04%
6,422
-595
161
$1.42M 0.04%
29,589
162
$1.41M 0.04%
8,238
+730
163
$1.4M 0.04%
21,243
-2,300
164
$1.39M 0.04%
9,172
+31
165
$1.39M 0.04%
6,957
-4,341
166
$1.36M 0.03%
8,087
167
$1.32M 0.03%
5,113
+62
168
$1.3M 0.03%
18,715
169
$1.26M 0.03%
5,957
170
$1.26M 0.03%
19,991
-930
171
$1.25M 0.03%
14,129
172
$1.24M 0.03%
15,281
+106
173
$1.24M 0.03%
8,456
+25
174
$1.23M 0.03%
10,323
+265
175
$1.22M 0.03%
8,729
-136
5 6
7
8 9