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
$1.72B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$14.7M
3
+$6.43M
4
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$4.33M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.21M

Top Sells

1
+$31.7M
2
+$31.3M
3
+$29.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$26.4M

Sector Composition

1 Technology 4.27%
2 Healthcare 3.61%
3 Industrials 3.36%
4 Financials 3.35%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$339K 0.02%
6,003
-305
177
$336K 0.02%
1,606
-804
178
$329K 0.02%
7,580
-1,045
179
$326K 0.02%
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$325K 0.02%
+300
181
$323K 0.02%
5,970
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182
$323K 0.02%
3,485
-595
183
$321K 0.02%
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184
$319K 0.02%
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185
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2,794
186
$315K 0.02%
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187
$315K 0.02%
6,170
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188
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4,464
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189
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2,246
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190
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191
$290K 0.02%
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192
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193
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194
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195
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196
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197
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6,000
-1,776
198
$267K 0.02%
20,905
199
$264K 0.02%
1,196
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200
$263K 0.02%
2,811
-400
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